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China Mechanics
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
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
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Philip Reschke
6
2
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
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
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Philip Reschke
4
5
3
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