Nomura released its outlook report for the Asia (excluding Japan) market in early December, listing the guiding thematic stocks for the China market next year:

Stocks

Tencent (00700.HK)

Alibaba (09988.HK)

ANTA (02020.HK)

BYD (01211.HK)

China Merchants Bank (03968.HK)

Meituan (03690.HK)

Ping An Insurance (02318.HK)

NetEase (09999.HK)

Xiaomi (01810.HK)

KE Holdings (BEKE.US)

MINISO (09896.HK)

AIA (01299.HK)

Hong Kong Stock Exchange (00388.HK)

----------------------------

DBS published its outlook report on Hong Kong stocks at the beginning of December, listing its latest top 10 preferred stock picks.

Stocks

ANTA (02020.HK)

BYD Electronics (00285.HK)

China Mobile (00941.HK)

SINOPEC (00386.HK)

CHINA RES POWER (00836.HK)

ENN ENERGY (02688.HK)

Meituan (03690.HK)

Ping An Insurance (02318.HK)

Tencent (00700.HK)

Xiaomi (01810.HK)