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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
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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 (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
3
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
Rondure New World + Overseas Fund EM Stock Holdings (Mid-2024)
A closer look at around 100 individual emerging market stock holdings of the soon to close Rondure New World Fund (MUTF: RNWOX / RNWIX) and the…
Oct 3, 2024
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Emerging Market Skeptic
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 (May 2024)
JOYY Inc, Baozun, NAURA Technology Group, Weibo, Xiaomi Corp, XPeng, Trip.com, Li Auto, Baidu, JD.com, ZTO Express, China Pacific Insurance, United…
Jun 20, 2024
1
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
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