My personal Substack

I publish dashboards and insights here on China EV Hub to help people explore developments and progress in the Chinese EV industry.

Fundamental analysis of Tesla, its rivals and the electric vehicle supply chain.

quirky things in finance

Covering the priorities of both the leadership and the general public in China and views you do not normally see from mainstream English-language media

Bridging the gap between the world's most important industry, semiconductors, and business.

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Deep coverage of technology, China, and US policy with a focus on semis and AI We feature original analysis and reporting as well as interviews with leading thinkers and policymakers

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