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

New China Perspectives

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

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