MARKET COMMENTARY

Bitcoin as a Store of Value

July 2022

Verge of Serious Global Recession

May 2022

The Price Of An Asset Determined By Fundamentals

MAY 2021

Asia Private Equity - Research & Insights

A research newsletter from Morgan Creek's Shanghai-based investment team

India - Part III

February 28, 2024

India - Part II

February 21, 2024

India - Part I

February 12, 2024

Taiwan Elections

January 27, 2024

Homogeneity of China - Part III

December 26, 2023

Homogeneity of China - Part II

December 18, 2023

Homogeneity of China - Part I

December 15, 2023

Political Evolution in China - Part II

December 1, 2023

Political Evolution in China - Part I

November 21, 2023

Education - Part II

September 8, 2024

Education - Part I

September 1, 2023

Chinese Economy 2023 Q1 Recap - Part III

August 23, 2023

Chinese Economy 2023 Q1 Recap - Part II

August 11, 2023

Chinese Economy 2023 Q1 Recap - Part I

August 4, 2023

Chinese Technology - Part III

July 7, 2023

Chinese Technology - Part II

June 30, 2023

Chinese Technology - Part I

June 16, 2023

Dual Circulation - Part V

June 2, 2023

Dual Circulation - Part IV

May 19, 2023

Dual Circulation - Part III

April 28, 2023

Dual Circulation - Part II

April 28, 2023

Dual Circulation - Part I

April 21, 2023

Cycles - Part III

March 24, 2023

Cycles - Part II

March 17, 2023

Cycles - Part I

March 10, 2023

China Corporate Debt - Part IV

March 7, 2023

China Corporate Debt - Part III

March 2, 2023

China Corporate Debt - Part II

February 17, 2023

China Corporate Debt - Part I

February 14, 2023

Semiconductor - Part II

November 4, 2022

Semiconductor - Part I

October 21, 2022

China IPO - Part II

September 2, 2022

China IPO - Part I

August 26, 0222

Chinese Business Resilience - Part II

August 15, 2022

Chinese Business Resilience - Part I

August 5, 2022

Meituan - Part IV

July 29, 2022

Meituan - Part III

July 22, 2022

Meituan - Part II

July 8, 2022

Meituan - Part I

July 1, 2022

Saas - Part III

June 17, 2022

SaaS - Part II

June 10, 2022

SaaS - Part I

June 3, 2022

Shanghai Lockdown - Part II

May 27, 2022

Shanghai Lockdown - Part I

May 20, 2022

Logistics - Part III

May 6, 2022

Logistics - Part II

April 29, 2022

Logistics - Part I

April 22, 2022

China Data Security Law - Part II

April 14, 2022

China Data Security Law - Part I

April 8, 2022

Common Prosperity - Part III

April 1, 2022

Common Prosperity - Part II

March 25, 2022

Common Prosperity - Part I

March 18, 2022

China Political System - Part IV

March 11, 2022

China Political System - Part III

March 4, 2022