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China & Hong Kong Stock Picks (September 2025)
China reality checks + Pop Mart, Xiaomi, MINISO, BYD, NIO, China Merchants Bank, Horizon Robotics, Haier, Nongfu Spring, DFI Retail, Hongkong Land…
Oct 23, 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
3
1
China & Hong Kong Stock Picks (June 2025)
All about China "experts," "Chinese dream is slipping away" + Chinese/Hong Kong stocks BYD, NIO, Luk Fook Holdings, Vitasoy, Cafe De Coral, DFI Retail…
Jul 25, 2025
2
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 (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
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
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 (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, 2024
3
1
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, 2024
2
1
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…
Jan 25, 2024
1
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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
1
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