China Is My Haven For 2025: Maintaining Alibaba And JD With A Buy

The Techie
1.15K Followers
(13min)

Summary

  • China’s economic stimulus plans are boosting consumer spending, and I think Alibaba Group Holding Limited and JD.com, Inc. are at the forefront of stocks that will benefit from such measures.
  • While both stocks are up significantly year to date, I think there's more upside ahead, backed by the Chinese government's moves to revive consumer spending.
  • Despite geopolitical challenges, both companies show impressive growth, profitability, and momentum.
  • I hereon share my sentiment on BABA and JD and why I think they will be outperformers in 2025.

The red lanterns decorated in chinese new year festival at chinatown area.

Toa55/iStock via Getty Images

China has its foot on the pedal, and it will not stop pushing efforts to revive the economy and consumer spending by boosting people’s incomes. The whole tariff discourse, in my opinion, will have minimal impact on Chinese retail

This article was written by

1.15K Followers
I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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