JDCMF News and Press, JD.com Inc - Class A From 07/08/25

2025-07-08 05:34:00 ET Emerging markets are entering a more favorable phase, supported by a weakening U.S. dollar, fading U.S. exceptionalism, and renewed investor interest in undervalued, under-owned regions. Read the full article on Seeking Alpha For further details se...

2025-06-16 10:45:54 ET In my last article about JD.com, Inc. ( JD ) – published in March 2025 – I once again made it clear that I am bullish about several Chinese technology companies and especially that JD.com is one of the best bargains in the Chinese market. In the conc...

2025-06-04 08:15:00 ET Summary Michael Burry just sold everything and initiated major short positions. Is 'The Big Short' happening all over again? I don't think so. The story is more complex than that. Here's why. Michael Burry, often referred to as "The Big Short," bec...

2025-05-27 12:47:38 ET Summary PDD Holdings Inc.'s significant Q1 earnings miss - marked by the steep plunge in Temu-driven transaction services revenue growth - serves as a clear warning of looming tariff implications. This follows a streak of earnings disappointments reported by...

2025-05-25 02:11:41 ET Summary Alibaba's stock has seen sharp fluctuations recently on account of ongoing trade related uncertainties. The impact of tariffs on an already softer projected economic growth can be felt by the e-commerce division, while the US's chip export curbs can ...

2025-05-23 10:20:00 ET Summary During the third quarter, the Lazard International Equity Advantage Portfolio underperformed the MSCI EAFE Index (net of fees). Developed international markets enjoyed three straight monthly gains to finish the quarter 7.3% higher. Japan’s...

2025-05-22 09:24:44 ET Summary ATRenew delivered strong Q1 2025 results with 27.5% sales growth, rising profitability, and a third consecutive quarter of positive GAAP net profit. AI-driven operational efficiency, government subsidies, and a robust retail network are fueling ATRen...

2025-05-19 22:54:42 ET Summary Appaloosa’s Q1 2025 portfolio value surged to $8.38B, with 39 holdings and a concentrated top five making up ~60% of assets. Major new bets include a massive SPY Put position (~30% of portfolio), signaling Tepper’s cautious market outlo...

2025-05-19 22:47:00 ET Summary The Hartford Emerging Markets Equity Fund (I Share) outperformed the MSCI Emerging Markets Index Net during the quarter but delivered overall positive returns. Emerging-market equities rose over the quarter, with Latin America leading the gains, foll...

2025-05-16 11:37:41 ET Summary Alibaba delivered a decent report for Q4'25, but missed on earnings and revenues. Taobao and Tmall Group saw a sequential grow acceleration of 4 PP and remained highly profitable. Robust free cash flow remains Alibaba’s key strength, enabl...