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China

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…
CMBI Research China & Hong Kong Stock Picks (March 2024)
DPC Dash, WuXi Biologics, BYD Company, AK Medical, Ping An, Weichai Power, Geely Automobile Holdings, Pinduoduo, Tencent, ZTO Express, China Lilang…
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…
CMBI Research China & Hong Kong Stock Picks (December 2023)
Some quick observations about Chinese F&B products or brands who have ventured to SE Asia + Luxshare Precision Industry, Xiaomi Corp, J&T Global…
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…
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…
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…
Morningstar Hong Kong & Singapore Stock of the Week (Q3 2023)
NIO Inc, Swatch Group, Taiwan Semiconductor Manufacturing Company (TSCM), BYD Company, China East Education, Country Garden and China Overseas Land …
CMBI Research China & Hong Kong Stock Picks (August 2023)
Nongfu Spring, Jinxin Fertility Group, JOYY, Xiaomi, Weibo Corp, Cloud Music, China Life Insurance, ANTA Sports Products, Baidu, Atour Lifestyle…
CMBI Research China & Hong Kong Stock Picks (July 2023)
Prada SpA, Nayuki Holdings, Sunny Optical, Chow Tai Fook Jewelry Group, New Horizon Health, Alibaba, CR Beer, NIO, Sinotruk Hong Kong, Guangzhou…
China's Problems That Few People Talk About (And Investor Implications)
If you build it, you must maintain it. What happens when land use rights start to decay? Does Beijing even know what the real numbers are (b/c “heaven…
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Emerging Market Skeptic
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CMBI China and Hong Kong Equity Research (June 2023)
Topsports, Intron Technology, China Gas Holdings, Atour Lifestyle, EC Healthcare, Li Auto, Great Wall Motor, CR Power, Cafe De Coral, WuXi Biologics…
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