2024 High Conviction Idea - High Beta and Low Risk Recommendations

Blue has highlighted this Insight as a Top Pick

525 Views06 Dec 2023 15:09

"2024 high-beta and low-risk recommendations: JD.com, JD Logistics, JDHealth, Tencent, Luckin for 2024 YE horizon. KE Holdings, NetEase, Kuaishou for 1H24 horizon."

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Blue Lotus Research Institute

China growth and global non-US Internet equities

Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)

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