China Primer Equity Research

You may have been to China investment conferences, visited China, met Chinese managements, hired Harvard MBAs from China, and even toured operations in China.  You still don’t understand Chinese companies.

Are there Chinese companies in which you should be investing?  Yes.  Are those the companies you follow?  Quite possibly not.  Are there publicly traded companies whose managements are seeking to use your funds for personal enrichment?  Yes.

Our research principals, Carson Block and Sean Regan, have invested substantial sums of money and time to acquire the experience, skills, and contacts to make accurate judgments about Chinese companies.  A solid research team of three professionals supports them.  Between ourselves we’ve authored a popular book on doing business in China, owned three factories in Asia, pioneered a consumer service industry in China, evaluated over 1,000 factories, managed a US equity research boutique, practiced law in China, and own two capital intensive companies in mainland.

We’re able to figure out when the company with a slick presentation, CFO with fluent English, and the “really connected” chairman is preying upon investors’ China fever.  By the same token we can see when an outwardly awkward company understands its markets creates substantial value.

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