Investing in East Asia News

CMBI Research China & Hong Kong Stock Picks (July 2023)

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CMBI China and Hong Kong Equity Research (June 2023)

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Emerging Market Stock Pick Tear Sheets (July 1-15, 2023)

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Super Hi International Holding (HKG: 9658 / OTCMKTS: SPHIF): The Largest International Chinese Restaurant Brand Actually from China

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Haidilao (HKG: 6862 / FRA: 8HI / OTCMKTS: HDALF): Cooking Up a Turnaround?

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Morningstar Hong Kong & Singapore Stock of the Week (Q1 2023)

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Gourmet Master (TPE: 2723): Taiwan’s Rapidly Expanding Version of Starbucks

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Bafang Yunji International (TPE: 2753): Turning Things Around and Expanding in HK Plus the USA

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Kangwon Land (KRX: 035250): Shares Are Still Down Despite a Mass Gaming Revenue Recovery

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Emerging Market Stock Pick Tear Sheets (June 1-18, 2023)

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LG Chem (KRX: 051910): Owns Battery Stock LG Energy Solution (And Might Be the Better Stock to Own)

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LG Energy Solution (KRX: 373220): World’s Biggest Non-Chinese EV Battery Stock

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SK Innovation (KRX: 096770): Raises More Funds and is Making Georgia Battery Plant Productivity Gains

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CATL (SHE: 300750): World’s Largest EV Battery Maker Who Elon Musk Recently Met With

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Semiconductor Manufacturing International Corp (SHA: 688981 / HKG: 0981 / FRA: MKN2): China’s Most Important Chipmaker

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NAURA Technology Group (SHE: 002371): A Potential US-China Chip Conflict Beneficiary

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Hua Hong Semiconductor (HKG: 1347 / FRA: 1HH / OTCMKTS: HHUSF): Plans a $2.6B Shanghai Share Sale to Fuel Expansion

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Advanced Micro-Fabrication Equipment (SHA: 688012): China’s #2 Chip Tool Maker

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Legend Biotech (NASDAQ: LEGN): The J&J Partner Recently Surged on Leaked Data About It’s Multiple Myeloma Treatment

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ACM Research (NASDAQ: ACMR): Successfully Straddling the US-China Chip Conflict (So Far…)

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Mercurity Fintech Holdings (NASDAQ: MFH): Speculative Chinese Fintech, Blockchain and Bitcoin Stock

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Fangdd Network (NASDAQ: DUO): Can the Online Marketplace Ride Out the Chinese Property Downturn?

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EV Battery Maker Market Share Chart & Stock List (China, Japan & South Korea Stocks)

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Top 10 Chinese Automakers By Electric Vehicle Sales Stock List & Graphic

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China Overseas Land & Investment (HKG: 0688 / OTCMKTS: CAOVF): A Value Stock Building Momentum?

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ZJLD Group (HKG: 6979): IPO of the First Baijiu Maker to List Outside of China Flops

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Kweichow Moutai (SHA: 600519): China’s Communist Spirit and Most Valuable Company

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Shanghai Putailai New Energy Tech (SHA: 603659): Financing Europe’s Biggest Anode Plant in Sweden for EV Batteries

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Shanghai Milkground Food Tech (SHA: 600882): A Cheese Darkhorse Hit by Peak Cheese Lollipop as Chinese Consumers Tighten Belts

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GF Securities (HKG: 1776 / SHE: 000776 / FRA: 9GF): A Value Stock After Recent Scandals & Crackdowns?

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Galaxy Entertainment (HKG: 0027 / OTCMKTS: GXYEF): Macau’s Best Casino Stock Positioned for Growth

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TOP Financial Group (NASDAQ: TOP): Hong Kong’s Latest Crazy Meme Stock

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Noah Holdings (NYSE: NOAH): A Chinese Wealth Management Firm Facing a “Crisis of Confidence” in the Sector

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Gotion High-tech Co (SHE: 002074 / FRA: 24U0): The EV Battery Maker Causing a Stir in Michigan

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NetDragon Websoft (HKG: 0777 / FRA: 3ND): First Stock to Try the AI-CEO Gimmick (Ahead of a NYSE Spinoff-Listing)

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MINISO Group Holding (NYSE: MNSO): Asia’s Notorious Copycat Retailer

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Bairong Inc (HKG: 6608 / FRA: 6B5): AI/Digital Transformation Services for Chinese Banks

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Is China Still Uninvestable? A Conversation with Navis Jockey Fund (SumZero)

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Why Tencent’s Golden Share Arrangements Could Be Worse for Investors Than Alibaba’s (China Tech Shorts)

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Don’t Navigate on Headline News When Investing in Asia-Pacific (Robeco)

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Five Takes on Multi-asset Investing in Post-Pandemic China (Schroders)

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Alibaba’s Spinoffs: More Clarity, More Complexity (China Tech Shorts)

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Alibaba Reorg (Interconnected)

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START not FAANG (GAM)

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Lalatech, the Start-up Behind Lalamove Logistics Service, Files for Hong Kong IPO After Turning its Back on New York (SCMP)

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Shanghai Exchange Scraps Meeting for Syngenta’s US$9.5 Billion IPO, Disrupting Plans for World’s Biggest Offering of 2023 (SCMP)

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Luckin Coffee is Launching in Singapore, Will it Do Well? (Momentum Asia)

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RESTRICT China (Interconnected Substack)

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Why Chinese Apps Are the Favorites of Young Americans (WSJ)

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Pinduoduo Research Report (Hayden Capital)

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How A Country Goes Bankrupt… In 10 Steps (John Rubino Substack via Zero Hedge)

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Countries Compete to Lure Manufacturers From China (WSJ)

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Beijing’s Regulatory Crackdown Is Unlikely to End Any Time Soon (CIGI)

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Back on the Ground in China: 8 Anecdotes From our First Post-Covid Visit (Arisaug Partners)

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It’s Time for Investors to Reevaluate Their China Exposures (Investments & Wealth Monitor)

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Should We Automate the CEO? (theHUSTLE)

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Swire Pacific Limited: Another Hong Kong Based SWAN Stock (Seeking Alpha)

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Swire Back To Buying Back – One-Third To Go (Smart Karma)

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[JD.com (JD US) Target Price Change]: Painful Transition Weighs on Both Topline and Margin (Smart Karma)

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Chinese Share Sales in Europe Gain Importance as Financing Tool, UBS Exec Says (CAIXIN)

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Protests Break Out As Chinese Cities Drown Under $10 Trillion In Debt, Fail To Make Payments (Zero Hedge)

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China’s Cities Struggle Under Trillions of Dollars of Debt (WSJ)

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Silicon Valley Bank’s Troubles Threaten a Key Bridge Between Chinese Startups and U.S. Investors (The Information)

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SVB’s Debacle is Causing Panic in China’s Startup Industry (Tech Crunch)

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China’s Forex Regulator Says Offshore Remittance Policy Remains Unchanged as it Plays Down Kerfuffle Over Mobius’ ‘Can’t Get Money Out’ Claim (SCMP)

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Australia’s Wealth Fund Screens Chinese Firms at Risk of US Bans (Al Jazeera)

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Chris Wood Of Jefferies (MPP Interview) (Off-Piste Investing)

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How Did China Come to Dominate the World of Electric Cars? (MIT Technology Review)

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The Tesla Competitor Dominating China’s EV Market | U.S. vs. China (WSJ)

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China Scrambles To Save Plummeting Birth Rate With Pregnancy Perks (Zero Hedge)

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Will China Grow Old Before it Grows Rich? (Lombard Odier Investment Managers)

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As China Reopens, Flight of Wealthy Chinese to Singapore Set to Accelerate (WSJ)

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Chinese Banks Cause Alarm as Capital Flight Measures Intensify (asiaMARKETS.com)

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Mark Mobius: Be ‘Very, Very Careful’ When Investing in China (Fox Business)

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‘I Can’t Get My Money Out’: Billionaire Investor Mark Mobius Says China is Restricting Flows of Capital Out of the Country (The Insider)

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Crazy Optimism About China’s Economy (Gatestone Institute)

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US Hegemony and Its Perils (Ministry of Foreign Affairs, the People’s Republic of China)

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The Private Sector’s Share of China’s Largest Listed Companies Continued to Decline to 43 Percent in the Second Half of 2022 (PIIE)

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China’s State vs. Private Company Tracker: Which Sector Dominates? (PIIE)

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Guide to China Q1 2023 (JP Morgan AM)

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WEBINAR: Apples to Apples: Benchmarking Shopee, Grab and other major tech platforms (Momentum Academy)

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Climate and Sustainability: How Impending EU Laws on ESG Disclosures Will be a Matter of Survival for Asian Suppliers (SCMP)

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JD.com’s Asset-Heavy Model And Logistics Network To Drive Margin Expansion (Seeking Alpha)

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Climate Change: Hong Kong to Pay 30 Per Cent More for ESG Jobs as Companies Fight for Talent to Meet Sustainability Targets (SCMP)

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China’s Existential Threat to Emerging Market Economies (The Emerging Markets Investor)

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Global Companies Are Committed to China (UBS AM)

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China: What Could Drive its Markets in 2023 (Capital Group)

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PE Deals in Asia-Pacific Fall in 2022 as US Investors Drop China for India (Business Standard)

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Case Study Series – Meituan: Finding Business Clarity (Momentum.Asia)

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Why China’s ‘Crazy’ Mega-rich Are Moving Their Wealth, and Partying, to Singapore (SCMP)

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Chartbook #194 Can Beijing Halt China’s Housing Avalanche? The Most Important Economic-Policy Question for 2023? (Chartbook Substack)

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China’s Structural Growth – From Opportunities to Challenges With Risks (BNP Paribas)

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China: No Longer a ‘No-Brainer,’ But Still the Best of Emerging Markets (Institutional Investor)

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The Chinese Property Market: The Most Important Industry Globally Which Few Understand (Platinum Asset Management)

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Capitalizing on USA-China Tensions (Stock Spotlight Substack)

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Forget Big Tech—Emerging Market Stocks Will be the Leaders of the Next Decade as India Takes China’s Thunder, Morgan Stanley IM Says (Fortune)

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Monthly Market Review – January 2023 (Asia Pacific) (JP Morgan AM)

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The ‘Dollar Wrecking Ball’ Got Wrecked, Why Investors Should Look ‘Outside’ the U.S. – Michael Gayed (Kitco)

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2023 China Outlook: Leaping Back to Growth Potential in The Year of The Rabbit (Krane Shares)

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Sinology: A 2023 Calendar for China’s Reopening and Recovery (The China Fund, Inc)

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Emerging Markets Debt: Springtime in January? (Barings)

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Why We Shouldn’t Underestimate China’s Petro-Yuan Ambitions (Oilprice.com)

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Stay Overweight on China Stocks to Capture Upside Momentum as UBS, Deutsche Bank Back Economic Outlook (SCMP)

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The Surprising Secrets of Growth in Emerging Markets (City Wire: The Funds Fanatic Show)

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LEFT TO ROT: Inside China’s Apocalyptic ‘Ghost Cities’ Where 65Million Homes Lay Deserted as Communist Party Faces Economic Chaos (The Sun)

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The Big Debate: ‘Is China Flashing Green? No, It’s Not’ (City Wire)

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China is a Minefield for International Creditors (Washington Examiner)

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Ivan Zuenko: Why Do China’s Elites Pay so Much Attention to the Collapse of the USSR and the Soviet Communist Party? (RT.com)

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Kyle Bass: China’s Xi Intentionally Crashing Property Market, Preparing For War (Epoch Times)

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Facing Demographic Doom, China’s Army Of Retirees Returns To Work In Post “Zero-Covid” Economic Wasteland (SCMP)

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From Hong Kong to Malaysia, Property Markets Set to Decline: IMF (Nikkei Asia)

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Chart of the Day: Chinese Bourses Top IPO League Tables (Caixin)

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Which Countries Are Most Influenced By China? (Oilprice.com)

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US Adds 36 Chinese Companies to Export Blacklist, Including Country’s Top Flash Memory Chip Maker (SCMP)

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Dead Sheep, Dumped Crops as China Covid Rules Hit (Bloomberg Supply Lines Newsletter)

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COVID Chaos Unfolds in China (SPIEGEL International)

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Covid-weary Chinese Millionaires Eye Singapore Amid ‘Chaos and Unpredictability’ at Home (SCMP)

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Gold channeling East – How Much Does China Really Own? Feat. London Paul Live From The Vault -Ep103 (Kinesis Money Youtube)

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China Confirms It Is “Mystery” Massive Gold Buyer With First Official Purchase In 3 Years (Zero Hedge)

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Asian Tigers: South Korea and Taiwan (Franklin Templeton)

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Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk)

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Emerging & Global Markets Catch Up With Reality (Krane Shares)

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Variant View: China’s Zero-COVID Policy is Dead (Asian Century Stocks Substack)

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Apple Plans to LEAVE China as COVID Protests Delay Production of Its Products: Tim Cook Could Move Factories to India and Vietnam After Brutal Lockdown at iPhone Plant Mean Key Deliveries Won’t Arrive in Time for Christmas (Daily Mail)

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Apple Makes Plans to Move Production Out of China (WSJ)

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Blocked in the West, Huawei Eyes Emerging Markets (Asia Times)

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China Reopening, Oil, and Doing Nothing (Profit Hunting Blog)

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Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)

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Foreign Investors Might Prefer China Soon as Indian Market Valuation Expensive (CNBC)

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Back in Hong Kong Stocks (Turtles all the way down! Substack)

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With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP)

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Investors in Emerging Market ETFs Should ‘Look Under the Hood’ (Reuters Video)

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Manufacturing Moving to India From China, But Trade Deficit a Concern, Says Mark Mobius (ThePrint)

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‘Once-in-a-lifetime Opportunity’: How a Mass Lockdown at the World’s Biggest iPhone Factory is India’s Big Chance to Beat out China as Apple’s Favorite Supplier (Fortune)

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How China has Dragged Down Investor Returns Over the Past Decade (Forbes India)

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‘Just So Full of Autocracies’: For the Freedom 100 Emerging Markets ETF, Outperformance in 2022 Goes Beyond Nixing China (Market Watch)

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There Are Massive, Record Breaking “Mystery Buyers” In Gold All Of A Sudden (QTR Finance Substack)

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Gold Market Roiled As Mystery Buyer Waves In 300 Tonnes (Zero Hedge)

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Term Three for Xi: Chinese Stocks are a No-Go (Tip Ranks)

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Why China’s Marriage Crisis Is An Existential Threat To The Country (Epoch Times via Zero Hedge)

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Xi’s Removal of Hu Points to ‘Common Prosperity,’ not Taiwan Invasion (Asia Nikkei)

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Why China Probably Won’t Invade Taiwan (Twitter Thread)

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Platinum Asset Management: Asia ex-Japan Market Update

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Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022

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China’s Economy Will Not Overtake the US Until 2060, If Ever (Financial Times)

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“Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)

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As US-China Relations Worsen, Expect Supply Chain Chaos (Freight Waves)

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You Probably Own More Crashing Chinese Stocks Than You Think (Investor’s Business Daily)

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No ‘Adults in the Room’: Xi Jinping Catches Global Investors Off Guard (FT)

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Meet The 7 Men Who Will Rule China (Epoch Times / ZeroHedge)

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Outlook On Emerging Markets (Lazard AM)

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MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)

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How is TSMC Still Growing? (Asianometry)

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Why China is Gaining an Edge in Emerging Markets While the West Tries to ‘Impose Hegemony on a Shoestring’ (SCMP)

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Economic and Finance Shake-up on China’s Central Committee Heralds New Era in Face of Global Uncertainty (SCMP)

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China Congress Ends As “Dictator For Life” Xi Stacks Inner Circle With Loyalists; Equity Market Implications (Zero Hedge)

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All the Emperor’s Men: How Xi Jinping Became China’s Unrivalled Leader — and How he Plans to Expand His Power Base (Financial Times)

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Export Controls, Xi’s S&T Dreams, and “Technological Vassaldom” (ChinaTalk)

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“This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge)

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The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread)

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US Citizens at Chinese Chip Firms Caught in the Middle of Tech War After New Export Restrictions (SCMP)

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On Growth, Exports and Supply Chain Diversification: Making the Case for South Korean Equities (Franklin Templeton)

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The Chinese Market Is More Than Just Its Urban Centers (Harvard Business Review)

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China is No Longer Just Any Emerging Market — It Has Become Its Own Beast (CNBC)

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The Biggest Problem China Faces Isn’t Real Estate (The Epoch Times via Zero Hedge)

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Prepare For Capital Controls – The Third Horseman Of The Unholy Trinity’s Apocalypse (FortuneAndFreedom.com)

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Asia-Pacific Equities Wait to Emerge From the Dollar’s Shadow (Robeco)

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Asia’s Ticking Debt Bomb: Sri Lanka Crisis Sounds Alarm Bells Across Region (Nikkei Asia via Sri Lanka Brief)

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Asean Stocks Calm Investors Despite Turmoil in Other Regions (Nikkei Asia via FreeMalaysiaToday)

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World Bank Cuts China Growth Forecast as COVID-19, Real-estate Crunch Take Toll (WSJ via Fox Business)

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China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard)

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Unpacking Your Portfolio’s Exposure to China (WisdomTree)

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Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)

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Five Myths About China. And Why They Will Get Us Killed (American Mind)

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Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)

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China, IMF Bailouts for Poorer States Ease Bearish Sentiment Towards Emerging Markets (SCMP)

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Shipping’s China syndrome: Demand Sinks Across Multiple Cargo Markets (FreightWaves)

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‘Winter Is Coming,’ Taiwan Warns as Exports Slow to a Crawl (Bloomberg)

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China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)

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What Goes Up: China’s Employment Crisis (J Capital Research)

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‘The Emperor has no Clothes.’ Why China’s Reputation for Economic Management is Coming Undone (Market Watch)

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China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)

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Forbes Asia 100 To Watch 2022

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Russia’s Top Gold Producer Sells $670 Million of Bonds in Yuan (Caixin)

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Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC)

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Chinese Copper Giant Maike Seeks Help With Liquidity Issues (Bloomberg)

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One Of China’s Biggest Commodity Traders Faces Liquidity Crisis (Zero Hedge)

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US-China Business Council Member Survey 2022

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US Business Optimism in China Tumbles to an All-time low, With Zero-Covid and Geopolitical Tension Top Concerns (SCMP)

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Korea, Japan Companies Expanding in Vietnam (The Asset)

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What’s Going on in the Chinese Real Estate Market? (Yielddive)

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China’s Water Crisis Could Trigger Global Catastrophe (ZeroHedge)

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The Chinese Economy is Experiencing a Near-Complete Collapse (Twitter Thread)

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