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China & Hong Kong Stock Picks (October 2024)
China’s $19T global time bomb + Guangzhou Automobile Group, Great Wall Motor, Ping An Insurance, Sinotruk, Li Auto, New Oriental Education, PDD…
Nov 7
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China & Hong Kong Stock Picks (October 2024)
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CMBI Research China & Hong Kong Stock Picks (September 2024)
ANTA Sports Products, Haier Smart Home, EVA Precision Industrial Holdings, Topsports, Nio, Haidilao, China Life Insurance, Li Auto, Geely Automobile…
Oct 10
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CMBI Research China & Hong Kong Stock Picks (September 2024)
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Rondure New World + Overseas Fund EM Stock Holdings (Mid-2024)
A closer look at around 100 individual emerging market stock holdings of the soon to close Rondure New World Fund (MUTF: RNWOX / RNWIX) and the…
Oct 3
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Rondure New World + Overseas Fund EM Stock Holdings (Mid-2024)
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CMBI Research China & Hong Kong Stock Picks (July & August 2024)
Nongfu Spring, ANTA Sports, Ping An, Jiumaojiu, Tuhu Car, China Tower Corp, AIA Group, Bilibili, Xiaomi, Will Semiconductor, Samsonite, New Oriental…
Sep 11
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CMBI Research China & Hong Kong Stock Picks (July & August 2024)
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CMBI Research China & Hong Kong Stock Picks (June 2024)
Is China running out of dollars? Plus United Energy Group, Xiaomi, Proya Cosmetics, Prudential PLC, Haidilao, Cafe De Coral, Nio, Ke Holdings, Haier…
Jul 18
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CMBI Research China & Hong Kong Stock Picks (June 2024)
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CMBI Research China & Hong Kong Stock Picks (May 2024)
JOYY Inc, Baozun, NAURA Technology Group, Weibo, Xiaomi Corp, XPeng, Trip.com, Li Auto, Baidu, JD.com, ZTO Express, China Pacific Insurance, United…
Jun 20
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CMBI Research China & Hong Kong Stock Picks (May 2024)
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CMBI Research China & Hong Kong Stock Picks (April 2024)
Guangzhou Automobile Group, Ping An, GoerTek, Great Wall Motor, New Oriental Education, Xiaomi Corp, Li Ning, Haidilao, China Life Insurance, Haier…
May 23
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CMBI Research China & Hong Kong Stock Picks (April 2024)
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Can Temu Take on Amazon.com & the Rest of the World?
Amazon may regret giving up the “sinking markets” (less than $40 orders) to the Chinese; what's wrong with US Big Tech; & my experience ordering from…
Apr 26
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Can Temu Take on Amazon.com & the Rest of the World?
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CMBI Research China & Hong Kong Stock Picks (January-February 2024)
Trip.com, Tongcheng Travel Holdings, Jiumaojiu, Stella International Holdings, Sinotruk Hong Kong, Horizon Construction Development, Prada SpA…
Feb 29
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CMBI Research China & Hong Kong Stock Picks (January-February 2024)
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CMBI Research China & Hong Kong Stock Picks (November 2023)
Zhihu Inc, Bosideng International Holdings, PDD Holdings, Yunnan Botanee Bio-Tech Group, DPC Dash, Mobvista, Huya Inc, Hutchmed, Joinn Laboratories…
Dec 17, 2023
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CMBI Research China & Hong Kong Stock Picks (November 2023)
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CMBI Research China & Hong Kong Stock Picks (October 2023)
Tuhu Car, China Life, Shennan Circuit, Glodon, Li Ning, Shanghai Jahwa, FIT Hon Teng, CSPC Pharmaceutical, iQIYI, Budweiser APAC, GigaCloud Technology…
Nov 24, 2023
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CMBI Research China & Hong Kong Stock Picks (October 2023)
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CMBI Research China & Hong Kong Stock Picks (September 2023)
Shennan Circuits, Shengyi Technology, Luxshare Precision Industry, Trip.com, Will Semiconductor, Joinn Laboratories China, Haier Smart Home, Akeso…
Oct 15, 2023
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CMBI Research China & Hong Kong Stock Picks (September 2023)
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