New China Perspectives
A weekly research newsletter from Morgan Creek's Shanghai-based investment team
RMB Appreciation
June 25, 2021
China IPO Q1 2021
June 10, 2021
China Investment Environment Part 4
May 21, 2021
China Investment Environment Part 3
April 30, 2021
China Investment Environment Part 2
April 23, 2021
China Investment Environment Part I
April 9, 2021
CVC Part V
March 25, 2021
CVC Part IV
March 19, 2021
CVC Part III
March 5, 2021
CVC Part II
February 24, 2021
CVC Part 1
February 12, 2021
China 2020 IPO
February 5, 2021
Anti-Monopoly Part 3
January 28, 2021
Anti-Monopoly Part 2
January 24, 2021
Anti-Monopoly Part 1
January 15, 2021
Ant Financial Part 2
January 8, 2021
Ant Financial Part 1
December 24, 2020
Around the World with Yusko
Inflationomics: Liquidity Drives Markets & The Perils of MMT
June 17, 2021
No Way Out: Implications of the Ongoing Devaluation of the Dollar
May 20, 2021
Sell In May And Go Away: Inflation This Way Cometh..?
April 22, 2021
Everything Is AWESOME: COVID Crisis..? What Crisis..?
April 8, 2021
#ChinaPlayingGo: Welcome To The Old World Order
March 18, 2021
The New Abnormal: Investing In The Post-COVID World
March 4, 2021
Network Effects: The Amazing Power Of Metcalfe’s Law
February 18, 2021
2021derful or 2020 Won: Which Way For The Economy And Markets?
February 4, 2021
Channeling Byron: 10 Potential Surprises for 2021
January 28, 2021
Back Around The World: 2020 In Review
December 17, 2020
#ChinaPlayingGo: Why Investing In China Will Beat Investing In US in 2020s
December 10, 2020
Election 2020: Why The Biggest Winner Is Bitcoin...
December 3, 2020
Return To Normal: Lawsuits, Lockdowns & Liquidity, Oh My...
November 19, 2020
Return To Normal: Can the Vaccine Vanquish the Vicious Virus and Vindicate Value
November 12, 2020
Election 2020: That Was Fun... Now What?
November 5, 2020
#CovidWorldOrder: Investing In A Post-Pandemic Environment – Week 28
October 8, 2020
#CovidWorldOrder: Investing In A Post-Pandemic Environment – Week 27
October 1, 2020
#COVIDWorldOrder: Investing In A Post-Pandemic Environment – Week 26
September 24, 2020
#CovidWorldOrder: Investing In A Post-Pandemic Environment – Week 25
September 17, 2020
On The Road With Yusko Observations & Insights From A Cross-Country Road Trip – Week 6
September 11, 2020
On The Road With Yusko Observations & Insights From A Cross-Country Road Trip – Week 5
September 3,2020
On The Road With Yusko Observations & Insights From A Cross-Country Road Trip – Week 4
August 27, 2020
On The Road With Yusko Observations & Insights From A Cross-Country Road Trip – Week 3
August 20, 2020
On The Road With Yusko: Observations & Insights From A Cross-Country Road Trip
August 13, 2020
On The Road With Yusko: Observations & Insights From A Cross-Country Road Trip
August 6, 2020
#COVIDWorldOrder: Week 18 Update – Investing In The Post-Pandemic World
July 23, 2020
#COVIDWorldOrder: Week 17 Update – Investing In The Post-Pandemic World
July 16, 2020
#COVIDWorldOrder: Week 16 Update – Investing In The Post-Pandemic World
July 9, 2020
#COVIDWorldOrder: Week 15 Update - Ask Me Anything (#AMA)
June 25, 2020
#COVIDWorldOrder: Week 14 Update – Investing In The Post-Pandemic World
June 18, 2020
#COVIDWorldOrder: Week 13 Update – Investing In The Post-Pandemic World
June 11, 2020
Corona Crash Crisis: Week 12 Update – The Great Separation Has Begun
June 4, 2020
Corona Crash Crisis: Week 11 Update – All Clear Or All Hands On Deck?
May 28, 2020
Corona Crash Crisis: Week 10 Update – All Clear Or All Hands On Deck?
May 21, 2020
Corona Crash Crisis: Week 9 Update – All Clear Or All Hands On Deck?
May 14, 2020
Corona Crash Crisis: Week 8 Update - Where Danger Meets Opportunity
May 7, 2020
Corona Crash Crisis: Week 7 Update - Where Danger Meets Opportunity (May Day or Mayday for the Markets?)
May 1, 2020
Corona Crash Crisis: Week 6 Update - Where Danger Meets Opportunity
April 23, 2020
Corona Crash Crisis: Week 5 Update - Where Danger Meets Opportunity
April 16, 2020
Corona Crash Crisis: Week 4 Update - Where Danger Meets Opportunity
April 8, 2020
Corona Crash Crisis: Global Implications of the COVID-19 Virus – Week 3
April 3, 2020
UPDATE: Corona Crash Crisis Discussion
March 2020
Is the Corona Crash Coming? Global Implications of the COVID-19 Virus
March 2020
Channeling Byron: 10 Potential Surprises for 2020
January 2020
