Baidu (NASDAQ: BIDU) and Alibaba (NYSE: BABA) are two of China's most well-known tech companies. Baidu owns the country's top search engine, while Alibaba owns its biggest e-commerce marketplace and cloud platform.
When I compared these two companies last August, I concluded that Alibaba's stronger revenue and earnings growth, insulation from macro headwinds, and reasonable valuation made it the better investment than Baidu. Both stocks rallied about 30% since that article was published, as the "phase one" trade deal allayed some concerns about Chinese stocks. But will one of these stocks outperform the other through the rest of 2020?
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