Can Value Investing Be Applied to Funds? A China Mainland Perspective
Finance
China's mutual fund market reached 32 trillion yuan AUM in 2025. Discover how value investing principles transform fund investment strategies for Chinese investors.
Tag: Finance
17 posts
When Will China's Economy Emerge from Deflation? A Prediction Based on Historical International Data
FinanceChina's 2024 CPI rose just 0.2% while PPI fell 2.2% for a second year. Comparing 100+ years of global deflation episodes reveals when Beijing may escape.
AI Tells Me: What You Call 'Investing' Is Actually Gambling with Your Retirement
AIFinanceNBER study of 1,000 AI conversations shows LLMs push 90% of investors toward lifecycle theory. Here's why that matters for Chinese investors.
NDB Technical Position Interview Guide: What Kind of People Are They Looking For? A JD-by-JD Analysis for Software Engineers
CareerFinanceNDB is hiring IT professionals in Shanghai. This deep-dive analyzes every requirement in the JD — from HRIS to cloud security — with open source projects, AI learning paths, and career transition advice.
Why the New Development Bank Is the Multilateral Bank Wall Street Won't Stop Watching — A Value Investor's Deep Dive into NDB's $551M Profit Engine
FinanceNDB posted $551M net profit in 2025 with AA+ ratings and $356B assets. This value investing analysis examines whether the BRICS-led MDB has a durable economic moat.
How Can Software Engineers Build a Personalized Value Investing Framework in the AI Era?
AIFinanceThe global AI market reached $196.63 billion in 2024 and grows at 36.6% annually, yet the average investor earned 12.19 percentage points less than the S&P 500.
How Can You Evaluate Resale Real Estate Prices Using Value Investing Principles? — Shanghai 2026
FinanceHousingShanghai's city-centre gross rental yield sits at just 1.77% — a price-to-rent ratio of 56.6x, meaning buyers need over five decades of rent to break even.
How to Make the Right Investment Decisions If Macroeconomic Statistics Are Inaccurate
FinanceIn 2024, BLS revised payrolls down 306,000 jobs. China's provincial GDP exceeded the national total by 2.8 trillion yuan. How to invest when data lies.
How to Identify a Bubble in the Secondary Housing Market — Shanghai 2026
FinanceHousingShanghai's price-to-income ratio hit 29.6x in 2026 — nearly 6x the Demographia threshold. Six bubble indicators applied to Shanghai's secondary market.
How to Negotiate with Landlords in Shanghai's Second-Hand Market (2026)
FinanceHousingShanghai second-hand inventory exceeds 180,000 units with 90-120 day average time on market. First-time buyers have real negotiation leverage — here is how.
How to Buy Stocks Below Intrinsic Value and Keep Your Discipline in the AI Era — A China A-Share Case Study
AIFinanceCSI 300 trades near 12x forward P/E while Chinese retail investors, who drive 87-90% of A-share turnover, earn 3-6% less annually than the funds they own.
How to Choose Suitable Stock Investments Based on Insurance Thinking in the AI Era — Taking the Chinese Stock Market as an Example
AIFinanceChina's A-share market has 220M+ retail investors driving ~80% of daily volume, yet ~80% lose money. This 2026 guide applies insurance thinking — risk pooling, actuarial fairness, and margin of safety — to stock selection in the AI era.
A Quantitative Trading Guide for Programmers in the AI Era: Taking the Chinese Stock Market as an Example
AIFinanceChina's A-share market has 220 million retail investors driving 82% of daily volume. This 2026 guide shows programmers how to build quantitative trading strategies with Python, open-source data libraries, and AI-driven alpha research.
Shanghai Property Won't Repeat Its 20-Year Boom — Here's What Japan, the US and the UK Actually Tell Us
FinanceHousingShanghai second-hand prices fell 8-12% from their 2021 peak. Tokyo residential land took 33 years to reach 28% of its bubble peak. A 2026 cycle comparison.
How to Choose an Investment Strategy in China for the Next 10 Years: A 2026 Guide for Young Couples in Shanghai
FinanceHousingChinese households are rotating from 70% real estate toward financial assets. This step-by-step guide shows young Shanghai couples how to build a diversified 2026-2036 investment strategy across pension, equities, gold and property.
How to Choose a Shanghai House-Buying Strategy for Young Couples (2026–2036)
FinanceHousing# How to Choose a Shanghai House-Buying Strategy for Young Couples (2026–2036) If you are a young couple weighing your first home purchase in Shanghai, you are
How Can Machine Learning Detect High-Risk P2P Lenders? A Retrospective Case Study
AIFinanceBuilt an ML platform analyzing 800+ P2P firms across 7 risk dimensions; SVM reached 94% accuracy (AUC 0.9393) on 352 datasets to flag high-risk platforms.