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Beijing Built a Copy of Hong Kong. I Went to See It.
Beijing is running Hong Kong's operating system on reclaimed Shenzhen mud. The strange part of the bet: the better the copy works, the more the original…
Jun 6
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Philip Reschke
14
6
6
May 2026
Why I Own China's State Banks as Bonds, Not Stocks
Four lines in my income book, bought for a politically mandated coupon rather than capital gains, plus the single signal that would make me sell out.
May 30
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Philip Reschke
22
5
8
I'm Earning 6 per cent Yield to Own China's AI Infrastructure
Three Chinese state telcos. AI infrastructure inside a Five-Year Plan chapter. And one filing from 2009 that tells me when to worry.
May 23
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Philip Reschke
12
4
7
I Rebuilt the Institutional Desk for $32. The Discipline Cost More.
The research half is solved. The half that holds orders through a sell-off — and buys when nothing on the tape rewards it — is not.
May 16
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Philip Reschke
9
2
8
How I Align My China Portfolio with the 15th Five-Year Plan
The Five-Year Plan is Beijing's operating manual. I will not own a Chinese company unless I can see it in the chapters. Here is what that screen looks…
May 9
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Philip Reschke
15
1
10
I Own BYD. Chongqing's 11-Day Train Changed What I Watch.
I had a view on BYD's European manufacturing expansion. I had not formed one on how its parts get there — until November, when Chongqing started running…
May 2
•
Philip Reschke
6
2
April 2026
Why Huawei Now Sits Inside My China EV Underwriting
Huawei doesn't build a car. It collects a platform toll — a third of every yuan SERES paid its suppliers, RMB 56 billion in FY2025.
Apr 28
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Philip Reschke
16
5
City Mechanics: What Chongqing Taught Me About My Portfolio
My portfolio had more Chongqing in it than I understood. My trip sharpened one position — BYD — and surfaced one signal I am now watching.
Apr 23
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Philip Reschke
12
1
4
Volatility Is the Admission Price, Not the Risk
The uncomfortable truth is that my instincts cannot tell a falling share price from actual danger. The job is to build a portfolio and a mind that can…
Apr 18
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Philip Reschke
11
10
16
Can BYD Still Become the Future Toyota I Bought?
I bought BYD as a future Toyota thesis. Now Hungary, overseas margins, and cash flow matter more than export volume.
Apr 14
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Philip Reschke
14
2
5
50,000 Factories: What China's AI Mandate Means for My Portfolio
Beijing set binding KPIs — 50,000 factory upgrades by 2028 — with SASAC enforcing SOE compliance. The captive demand across EVs, telcos, chips, and…
Apr 11
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Philip Reschke
17
3
My One-Person-Company Bet: Who Gets Paid First in China?
I am not betting on China inventing the best agent. I am betting on China making digital labour habitual — and on the companies that already own the…
Apr 6
•
Philip Reschke
4
5
3
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