Nomura has published the outlook report for the Asian market (excluding japan) for next year, listing the weight proportions of Chinese stocks and the Hong Kong market in the firm's Asia-Pacific (excluding japan) market portfolio at 30.6% and 3.3% respectively, along with a list of indicative stock ideas:

Stocks │ Weight proportion in the firm's Asia (excluding japan) market portfolio

Tencent (00700.HK) │ 6%

Alibaba (09988.HK) │ 4.5%

Anta (02020.HK) │ 3%

BYD (01211.HK) │ 2.5%

China Merchants Bank (03968.HK) │ 2%

Meituan (03690.HK) │ 2%

Midea (00300.HK) │ 1.5%

Ping An Insurance (02318.HK) │ 1.5%

Shengyi Technology (600183.SH) │ 1.1%

NetEase (09999.HK) │ 1%

Contemporary Amperex Technology (300750.SZ) │ 1%

Xiaomi (01810.HK) │ 1%

Luxshare Precision Industry (002475.SZ) │ 1%

Shenzhen Mindray Bio-Medical Electronics (300760.SZ) │ 1%

KE Holdings (BEKE.US) │ 1%

Miniso (09896.HK) │ 0.5%

AIA (01299.HK) │ 2%

Hong Kong Stock Exchange (00388.HK) │ 1.3%