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Summary Holding a significant position at a loss in Alibaba Group Holding Limited for a long time is certainly not pleasant, but it is an inevitable part of investing. The bears' only argument for not buying Alibaba seems to be some variation of "Xi is scary." It is always dar...
Summary Alibaba’s shares cratered on Monday after China’s leader appeared to consolidate power. Alibaba shares have been brutalized this year, but investors have become too fearful. Alibaba’s effective valuation has dropped to a silly P/E ratio of 7.6 X. ...
Summary Alphyn Capital Management LLC (“ACML”) is a registered investment advisor in New York. We help clients invest in high quality public companies to both preserve and grow their wealth over the long-term. The Master Account returned -10.95% net in Q3 2022 vs -4....
Summary The export restriction imposed on Nvidia by U.S. authorities for exporting its A100 and H100 GPUs chips to China conversely creates certainty for Microsoft and the other U.S. hyperscalers. The reason is the deterioration of competitive positioning by Chinese tech giants un...
Summary President Xi has safely secured his "precedent-breaking" third term as the Chinese Communist Party's ruling leader, alongside a newly appointed Politburo Standing Committee composed of his most-trusted associates. In addition to bolstering China's influence on the global s...
Summary Alibaba has taken out a new 5-year low, dropping by 15% on Monday. China-related risks are elevated, but it's far from guaranteed that these will hurt the company in the long run. There's a lot of potential for BABA if things go right. Article Thesis Alib...
Shares of Chinese tech and fintech companies Tencent Holdings (OTC: TCEHY) , Huya (NYSE: HUYA) , and Lufax Holding (NYSE: LU) fell 14.5%, 4.6%, and 3.3%, respectively, as of 1:11 p.m. ET. The across-the-board sell-off in Chinese stocks this morning wasn't hard to...
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Once the proud technology juggernaut of a fast-rising China, Alibaba (NYSE: BABA ) now finds itself in an unusual position: struggling for air amid severe fundamental headwinds. On Monday, BABA stock found itself printi...
Today's video focuses on China technology stocks like Alibaba (NYSE: BABA) , JD.com (NASDAQ: JD) , and Tencent (OTC: TCEHY) and what investors can learn from the recent news affecting Chinese stocks. Is it a bad move to invest in internation...
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Shares of Nio (NYSE: NIO ) are plunging lower after it was announced that Chinese President Xi Jinping had secured a third term. As a result, NIO stock investors are worried that Xi will continue his reign of strict ...
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Tencent Launches Immersive Digital Experience of Newest World Heritage Site with Gametech PR Newswire The Beijing Central Axis is now ready for digital visitors from around the world SHENZHEN , China , July 27, 2024 /PRNewswire/ -- Tencent (0700.HK...
Tencent Deploys AI to Help Researchers Decipher Hidden Meanings in Oracle Bone Scripts PR Newswire Online research platform Oracle Bones Corpus welcomes contributions from researchers and enthusiasts SHENZHEN, China , May 28, 2024 /PRNewswire/ -- Tencent&...