China & Hong Kong Stock Picks (June 2025)
Emerging Market SkepticChina & Hong Kong Stock Picks (June 2025)Copy linkFacebookEmailNotesMoreChina & 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, Link REIT, Luckin Coffee, Horizon Robotics, etc.Jul 25, 2025∙ Paid2Share this postEmerging Market SkepticChina & Hong Kong Stock Picks (June 2025)Copy linkFacebookEmailNotesMore1ShareA couple of quick China notes before getting to some Chinese/Hong Kong stocks: I tend to pay attention to tweets or insights from Desmond Shum, the author of Red Roulette: An Insider's Story of Wealth, Power, Corruption, and Vengeance in Today's China and who’s billionaire (now ex-) wife Whitney Duan (Duan Weihong) “disappeared” for several years in a corruption crackdown. Two of his recent tweets caught my attention starting with this lengthy one about China “experts:”
In addition:
For what its worth and on the same topic, this NY Times article also caught my attention:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/china-hong-kong-equity-research-june-2025