From the policy document to the factory floor to the portfolio. Tracing Five-Year Plan targets to investable themes — on the ground across China. Not headlines. The actual plumbing.
Beijing turned the 15th Five-Year Plan into enforceable KPIs: two January 2026 documents set binding 2027–2028 targets — including 50,000 factory upgrades — creating captive demand across EVs, telcos, chips, and software. Here’s what changed and how I’m positioned.
I'm a former Family Office CFO turned independent investor based in Hong Kong. I publish the research behind my actual portfolio — tracing China policy to cashflows, verifying narratives on the ground, and sharing what I'm learning with my own savings at risk.
I quit my job as a family office CFO to invest independently from Hong Kong. Cohong Lane is where I open-source the workflow — named after the merchants whose reputation was their licence.
I explain the operating system behind my own portfolio — two core buckets, a fair value compass, and the discipline to buy when everyone else is selling.
From the policy document to the factory floor to the portfolio. Tracing Five-Year Plan targets to investable themes — on the ground across China. Not headlines. The actual plumbing.
What it's like to invest your own savings without a salary. The psychology, the trade-offs, the operational reality of going independent in China. No safety net, no filter.
How I structure and run my portfolio. The positions, the sizing, the mistakes — real decisions with real money, fully transparent. What I own, why I own it, and what I get wrong.