China Archives - Cerno Capital - Investment Management

Postcard from China – May 2023

12/07/2023

Revisiting the case For Techtronic Industries

25/04/2023

Cerno Capital Book of the Year 2022 – “Chip War” by Chris Miller

30/11/2022

By James Spence

Centre Testing International: Testing Times

20/01/2021

Longer: A story of long-term growth and substitution in Chinese Healthcare

21/09/2020

Social commerce in China: teleshopping redux

21/09/2020

By Michael Flitton

Investment Letter – February 2019

06/02/2019

By James Spence