MARKET COMMENTARY

Bitcoin as a Store of Value

July 2022

Verge of Serious Global Recession

May 2022

Price Doesn't Matter

JUNE 2021

New China Perspectives

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

China Political System - Part IV

March 11, 2022

China Political System - Part III

March 4, 2022

China Political System - Part II

February 18, 2022

China Political System - Part I

February 11, 2022

China Regulation - Part V

January 28, 2022

China Regulation - Part IV

January 14, 2022

China Regulation - Part III

January 7, 2022

China Regulation - Part II

December 10, 2021

China Regulation - Part I

December 3, 2021

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 1

April 9, 2021

Corporate Venture Capital Part V

March 25, 2021

Corporate Venture Capital Part IV

March 19, 2021

Corporate Venture Capital Part III

March 5, 2021

Corporate Venture Capital Part II

February 24, 2021

Corporate Venture Capital Part I

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