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ANTA Sports Products
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China & Hong Kong Stock Picks (October 2025)
China reality checks + Ping An Insurance, Anta Sports, Pop Mart, Yancoal Australia, CGN Mining, AIA, WH Group, Luk Fook Holdings, Luckin Coffee, Horizon…
Nov 13, 2025
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China & Hong Kong Stock Picks (July-August 2025)
China’s great stock market experiment & the politics behind China's overcapacity + Chinese/Hong Kong stock picks Ping An, Trip.com, Pop Mart, Luckin…
Sep 20, 2025
2
1
China & Hong Kong Stock Picks (May 2025)
Who is the Chinese EV Evergrande 2.0 + Li Auto, Xiaomi, PDD Holdings, Haier, Yum China, Vitasoy, Wharf Holdings, Luk Fook Holdings, Nissin Foods, Swire…
Jun 13, 2025
1
China & Hong Kong Stock Picks (April 2025)
Luckin Coffee, Li Ning, Byd Company, Ping An Insurance, New Oriental Education, Ubtech Robotics, AIA Group, WH Group, Sands China, Galaxy Entertainment…
May 15, 2025
3
2
China & Hong Kong Stock Picks (March 2025)
Tariff Derangement Syndrome + DPC Dash, Haidilao, Nongfu Spring, Tuhu Car, AIA Group, Prudential PLC, WH Group, DFI Retail, CK Asset Holdings, Cathay…
Apr 24, 2025
1
China & Hong Kong Stock Picks (February 2025)
BOC Hong Kong, Xiaomi, Trip.com, EHang Holdings, AIA Group, RoboSense Technology, Luckin Coffee, ANTA Sports Products, YUM China, NAURA Technology…
Mar 20, 2025
4
2
China & Hong Kong Stock Picks (January 2025)
Americans fascinated by Chinese grocery prices + New Oriental Education, YUM China, Xpeng, JD.com, Baidu, iQIYI, Li Auto, NetEase, Tuhu Car, Will…
Feb 7, 2025
3
2
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, 2024
2
3
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, 2024
1
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, 2024
1
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, 2024
1
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, 2024
1
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