China & Hong Kong Stock Picks (January 2025)

Share this postEmerging Market SkepticEmerging Market SkepticChina & Hong Kong Stock Picks (January 2025)Copy linkFacebookEmailNotesMoreChina & 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 Semiconductor, Yancoal Australia, Ubtech Robotics, etcFeb 07, 2025∙ Paid2Share this postEmerging Market SkepticEmerging Market SkepticChina & Hong Kong Stock Picks (January 2025)Copy linkFacebookEmailNotesMore2Share

Before we get to some Chinese stocks, there have been videos going around of about grocery prices in China which Americans find particularly fascinating for good reason: In California, a dozen or so eggs are now $8-12+ (thanks in part to the state’s bird flu hysteria and poor business climate for farming) while a pack of 10 eggs from a small shop around the corner from me in Kuala Lumpur are RM6 or US$1.35 (I took a picture and sent it to my parents…)…:

On the other hand, there are some BIG catches for Chinese people that Americans and others might not like:

And the previous videos don’t talk about Chinese salaries which are mostly going to be significantly lower than their American counterparts - especially for blue collar skilled tradesmen type work (which can easily pay six figures in the USA) and certain white collar professions (e.g. medical related)…

This Tweet delves into that:

Meanwhile, I should re-mention this piece that was noted in a recent Monday post and the key point it made about foreign investors ignoring Chinese stocks that don’t have USA listings:


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Originally posted on: https://emergingmarketskeptic.substack.com/p/china-hong-kong-equity-research-january-2025