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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

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

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

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Emerging Market Skeptic

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