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CATALYST: It’s a big summer of sports, from the Olympics to Euro 2024 football. This is a key potential catalyst to end the post-pandemic performance hangover for our basket of the...
Keynes once said that markets can stay irrational longer than you can stay solvent.I love this quote because it speaks about the power of narratives, and my humble adaption of that would...
Two major players, Alibaba and PayPal, have faced significant challenges since 2021. Both stocks have suffered substantial losses leading to downgrades and investor skepticism. In this piece, we'll...
Nvidia (NASDAQ:NVDA) fell 3.3% at the opening bell on Tuesday after a report revealed that the company may be forced to cancel $5 billion worth of AI chip orders designated for China. The move comes...
Xi Jinping and Blinken met recently Both indicated 'progress' made on issues straining relations between the two countries Does this mean Chinese stocks are worth considering now? Let's take a closer...
U.S.-listed shares of Alibaba Group (NYSE:BABA) surged more than 14% on Tuesday after the Chinese conglomerate announced plans for the biggest restructuring in the company’s history.The Chinese...
Ant Group's consumer finance unit received approval to more than double its registered capital Alibaba owns 33% of Ant Group, which operates one of China's dominant mobile pay apps Technical analysis...
After a steep decline from 2020 highs, BABA looks cheap based on the fundamentals Political and governance concerns are amplified by slowing growth But is cheap really cheap enough? A little over two...
Along with peers, JD stock has rebounded sharply from last month’s lows. The gains make some sense, given strong earnings and an attractive valuation. Country risks are obvious; however,...
Easing of COVID lockdowns and relaxation of regulatory pressure on tech firms in China behind investor interest in Chinese equities Potential lowering of U.S. tariffs on Chinese goods China ETFs for...
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