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APS China Monthly

The APS China Monthly* is a collection of thought pieces and is part of our commitment to be your partner in understanding and investing in China.

*The APS China Monthly was previously known as the APS China Quarterly.
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APS IN THE NEWS

December 11, 2023
Investing in the New China
Despite China's pandemic restrictions on foreign travel, Wong Kok Hoi of APS Asset Management did not let up for a moment...

talk china

An audio library of APS Asset Management's thought piece series including APS China Monthly, Notes from the CIO, APS Insights, and APS Straight Talk Asia. 

Notes from the cio

7 October 2024Beholding the Fundamentals
13 AUGUST 2024China - Genie Rebottled?
8 SEPTEMBER 2023China's Thoughts
11 JULY 2023China e-Commerce – Shrivelling Tulips 
7 february 2023Post-Covid China – Common Prosperity or GDP?
21 JUNE 2022The Next Three Years
14 MARCH 2022The China ADR Bear Market
22 SEPTEMBER 2021
Common Prosperity or Common Poverty?
27 AUGUST 2021 China ADR Bubble Popped?
3 AUGUST 2021 Black, White, or Healthy Cat?
24 MAY 2021 It's Geopolitics, Comrade!
6 MAY 2020 The Day After
13 MARCH 2020 Time to Take the Plunge?
30 JANUARY 2020Bull or Bear, Blue or Purple?
16 OCTOBER 2019Step Aside, Mr Buffett

3 JUNE 2019

The Thucydides Bear Market - Coming to Pass
13 MAY 2019The Thucydides Bear Market (Update 1)
19 FEBRUARY 2019 Asia Pacific Long Short Strategy: It’s Windy Out There
24 JANUARY 2019The Thucydides Bear Market
16 NOVEMBER 2018Venustech
22 OCTOBER 2018No Ordinary Times
30 MAY 2018Smoke and Mirrors--The JD.com Story 
28 MARCH 2018US-China Trade War?
30 JANUARY 2018China in the Age of Bits and Bytes - Prometheus Unbound 
25 JANUARY 2018Asia Pacific Long Short Strategy: Navigating a Minefield and Outrunning a Tsunami 
17 MAY 2017JD.com: Tulips, Anyone?
24 MARCH 2017 Chinese Reforms: The Curtain Is About To Rise
25 JANUARY 2017 Reaffirming Our Investment Theses
24 JANUARY 2017“Weighing” the Markets in 2016 and 2017
22 JULY 2016To Follow the Money, Follow the Consumption
7 MARCH 2016Stock Market Reforms Under the New CSRC Chief
17 FEBRUARY 2016A Tale of Two Chinas
10 DECEMBER 2015Connections in China: The Golden Dream Turns Into A Web Of Nightmares 
21 SEPTEMBER 2015Understanding Volatility in the Chinese Market
31 JULY 2015The Arrival of the Bear Market ?
13 JULY 2015Necessary And Appropriate Intervention In the China Stock Market
10 JULY 2015The China Market Is Returning to Fundamentals

10 JUNE 2015

Understanding China’s Fundamental Changes at the Company Level

2 APRIL 2015

China’s Inexplicable Bull Market
FEBRUARY 2015Four Risks of Underweighting Chinese Financials
19 JANUARY 2015Why the China A-share Market Will Continue To Re-rate
11 DECEMBER 2014Why Chinese Financial Stocks’ Surge Will Be Ephemeral
24 OCTOBER 2014APS’ Investigative Research Wins Top Prize
1 OCTOBER 2014China A-share Strategy In 2H2014 
23 SEPTEMBER 2014In-Depth Analyses of Eight Sectors in China
5 SEPTEMBER 2014Aligning the China A-share Portfolios With Fundamental Shifts In China 

aps insights

19 MAY 2020The Truths & Half-Truths of China-A Shares
24 OCTOBER 2018Say What You Like, We Are Moving Forward
15 AUGUST 2018US-China Trade/Technology War: Xi’s Strategic Game of GO 
10 MAY 2018China’s Innovation System
27 MARCH 2018The Rise of Liu He: China’s New Economic Czar
19 MARCH 2018The Next Auto Revolution
9 FEBRUARY 2018Growth and China's Middle Class
13 NOVEMBER 2017JAPAN: An Untold Renaissance
15 NOVEMBER 2017Post 19th Party Congress: Xi the King of China
8 NOVEMBER 2017JD - Taking on Alibaba
27 OCTOBER 2017China's Financial System: The Path to Reform
18 JULY 2017An Alpha Walk Down the New Silk Road
3 JULY 2017Reforming China’s Financial System: Promotion, Ownership, and Regulation 
21 MARCH 2017China in the Age of Trump
3 MARCH 2017Chinese SOE Reform - Towards Political, Not Economic, Eminence 
6 DECEMBER 2016Jokowi's Star Team - Why Indonesia Will Finally Get Inclusive Growth   
9 NOVEMBER 2016Thoughts on the US Presidential Election
18 MAY 2016JD.com - Don't be Fooled by Shiny GMV
19 APRIL 2016Indonesia: One Step Back, Two Steps Forward
5 APRIL 2016China’s Outlook: 13th Five-Year Plan and Three Critical Reforms   
30 MARCH 2016China: Looking for The Next Crisis - Imminent Hard Economic Landing Or RMB Or Property Market Or Stock Market Crises Or All at The Same Time?
JANUARY 2016APS Asia Forum
1H2015China Strategy Meeting: Key Takeaways

show me the fundamentals


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