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It's been no secret that China's regulatory crackdown on big tech and internet firms caused a lot of headache for investors who have long seen the world's second-largest economy as a means for superior
Alibaba And DiDi Are 2 Must-Own Stocks As China Regulatory Risks Subside
Summary
- It's been no secret that the China investment story has taken a serious hit in recent months with their regulatory crackdowns.
- But for some of these companies, given their size and prosperity, these headwinds are only temporary and their long-term potential has remained virtually unchanged.
- As a result, I believe that two of these companies can generate a long-term investment return potential of nearly 3x the broader market, which will aggressively compound investment returns.
- I remain highly bullish on Alibaba and DiDi Global.
As part of my earnings growth strategy, I invest, trade and write about small under-covered growth companies which don't get much attention from establishment analysts as well as use the strategy to interpret short and long term moves in bigger, well established companies in the United States, Europe and the Asia-Pacific region.-All articles and the information in them are my opinion based on my own research and analysis and should not be taken as investment advice without proper due diligence and advice from a professional financial adviser.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of BABA, DIDI, UBER either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Opinion, not investment advice.
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