China Hongqiao Group

China & Hong Kong Stock Picks (November-December 2025)

Li Auto, Alibaba, NIO Inc, Yum China, NetEase, Futu Holdings, Xiaomi, Baidu, PDD Holdings, Trip.com, Ping An, PetroChina, DFI Retail, Vitasoy, Galaxy…

Jan 4

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

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

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

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

China & Hong Kong Stock Picks (December 2024)

CLSA's Feng Shui Index 2025 report & CMB International's 2025 China Strategy Outlook + Luckin Coffee, Meituan, Xiaomi, Tencent, Alibaba, NetEase, Nongfu…

Jan 25, 2025

China & Hong Kong Stock Picks (November 2024)

Cafe De Coral, Chow Tai Fook Jewelry Group, PDD Holdings, Ke Holdings, Baidu, NIO Inc, Trip.com, Alibaba, Geely Automobile Holdings, JD.com, China Life…

Dec 30, 2024

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

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

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

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