Here are my favs and why, I will try to classify them in order of preference but that s pretty subjective and all of those are TOP ONES to me, i will try to explain why in a quick simple way.
BABA: Alibaba, very cheap at the moment (Trailing PER<20), fondamental in the growth of chinese domestic consumption (Taobao, Tianmao etc) so dont fear the chinese gouv, they need Alibaba to keep the GDP growth. Number one in the cloud in China. Been bought by numerous famous investors in Q1 2021 (Munger, Pabrai, Greg Alexander)
TENCENT: Cheap right now but not as cheap as Baba, as fundamental as you can t live in China without their app, good relations with the governement, leader in video games in China and shareholder in numerous gaming company all over the world (and their positions keep increasing). Big in the personnal financial market as well as you can invest your money from wechat.
LVMH: the French jewel, a bit pricy now so wait for a drop, biggest luxury brands holding in the world, profits are reinvested in the purchase of more brands, high profits from brand with very strong image (hard for newcomers to compete, big moat) that are well reinvested = great compounding effect.
SAMSUNG ELECTRONICS: OK price right now. Dont only think about phones as it s about 10% of their revenues, world leader in memory chips, produce 30% of world TV (with their qled technology), also will get a share of the cake in 5G devices especially for countries who banned Huawei. They got an huge and steadily growing cash flow which is reinvested in producing facilities of a size that would be extremely costly for competitors to rival with, this guarantee a competiting advantage.
Then China Merchants Bank (very profitable as the interests rates are still high, chinese people borrow a lot to afford expensive housing, much more than westerners and at higher rate so banks are rich, and also the 1st “private” bank of the country) , Aeroport de Paris (if you want bet on the exit of the covid), Midea (chinese produced of air conditionner and much more stuff), Vinci (well managed, constructor + concessions manager like highways and airports that are virtually monopolies, more defensive stock though)
CHIK: index fund that track the “MSCI CHINA INFORMATION TECHNOLOGY”, the 50 biggest electronic company in china
3067.HK: Hang Seng Tech index, a bit beaten down since the cancellation of Ant IPO but should do very well in the mid term, exposure to the 30 biggest tech company listed in Hong Kong.
QQQ: same for Nasdaq 100, A famous one.
ICLN: index fund, exposure to green stocks
SOXX: index fund, exposure to semi conductors
SPICHA.SW: follow the Swiss performance index, safe, steady growth and in CHF (daddy s one, the one I use to stake money that I want safe for other projects (buy a property).
Feel free to send your ones and opinions