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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
1
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
1
1
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
1
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 (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 (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
1
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 (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
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…
Apr 11, 2024
1
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
1
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