Alibaba Group (BABA) shares have already gained an impressive 25.9% year to date, outperforming the Zacks Internet-Commerce industry, the Zacks Retail-Wholesale sector and the S&P 500’s decline of 10.8%, 6.7% and 8.6%, respectively. Although evidence suggests this Chinese tech giant still has a substantial runway ahead despite competition from global e-commerce bigwigs like Amazon (AMZN) and eBay (EBAY) . BABA also faces rising competition from the leading cloud players, namely Amazon, Microsoft and Google. ...

The entire market has turned sour on Chinese stocks despite what promise of upside they may have brought over the past two quarters. Asia’s powerhouse beat the S&P 500 index in terms of price action until talks of trade tariffs being rolled out by President Trump started to create fear and uncertainty for the future of China’s economy as its uneven stance with trade with the United States was placed in the spotlight. Today, however, that story may be about to change, as President Trump has decided to exempt ...

Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool design ...

Group 1 - The author has a long-standing interest in the energy sector, particularly in oil, gas, energy, and metals, and has transitioned from engineering to capital management since 2018 [1] - The investment strategy focuses on fundamental analysis, emphasizing the importance of a "Margin of Safety" and a "Catalyst" for stock selection, typically maintaining a portfolio of no more than 10 stocks [1] - The author engages with the investment community through writing to share insights and organize thoughts, particularly in the energy sector [1] Group 2 - The article does not provide specific company or industry performance metrics or forecasts [2][3]

U.S.-listed Chinese companies Alibaba Group Holding BABA, PDD Holdings Inc PDD, Baidu, Inc BIDU, NIO Inc NIO, Li Auto Inc LI, and XPeng Inc XPEV are trading lower Wednesday.President Donald Trump’s administration revealed on Tuesday a fact sheet citing tariffs on certain Chinese imports as high as 245%, citing its retaliatory actions.China’s gross domestic product grew 5.4% in the first quarter, topping the analyst estimate of 5.2% backed by consumer subsidies and aggressive export shipments to beat tariffs ...

The Internet-Commerce has been flourishing since the pandemic era, buoyed by the convenience of online shopping particularly true of Gen-Z. Many of these buyers have grown up on the Internet and are accustomed to a high level of digitization.Internet - Commerce continues to evolve as the technologies driving it progress. On the one hand, there are increasingly powerful and capable user devices, and on the other are sophisticated, artificial intelligence (AI)-enabled software platforms facilitating transacti ...

President Trump’s announcement of reciprocal tariffs, followed by a 90-day pause, caused major swings in the U.S. stock market. The S&P 500 dropped 9% in the first week of April, marking its worst week since 2020. It then rebounded 5.7% the next week, the best since 2023. A major one-day gain came last Wednesday after Trump paused most tariffs, which boosted investor confidence.Yesterday, markets were lifted by exemptions from reciprocal tariffs on items like smartphones, semiconductors and solar cells. Thi ...

Core Viewpoint - The recent trade conflict with the U.S. has led to a surge in established Chinese tech stocks, indicating a potential reversal in market sentiment towards the sector [1][11]. Company Performance - Alibaba Group experienced a nearly 6% gain, while Tencent Holdings and JD.com saw increases of approximately 3% and almost 5%, respectively [2]. - The positive market reaction is attributed to exemptions from tariffs on various tech goods, which indirectly benefits service-oriented companies like Alibaba, Tencent, and JD.com [4]. Trade Exemptions - President Trump announced exemptions covering a range of tech goods, including semiconductors and smartphones, which contributed to the rise in tech stock prices [3]. - Although service-oriented companies are not directly benefiting from the exemptions, the overall positive sentiment in the tech sector is advantageous for them [4]. Tariff Impact - Companies manufacturing goods in the 20 product categories covered by the new exemptions still face a general 20% tariff on imports to the U.S., a significant reduction from the previously imposed 145% [5]. - The exemptions are intended to provide Chinese tech component manufacturers time to establish operations in the U.S., aligning with the goal of rebuilding American manufacturing [6]. Investor Sentiment - Investors appear optimistic about the potential for a resolution in the trade conflict, reflecting a belief that the tech industry can leverage its influence to secure more favorable conditions [11][12]. - The complexity and costs associated with relocating manufacturing operations back to the U.S. remain significant challenges for the industry [10].

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Michael Burry, of ‘The Big Short’ fame, who predicted the 2008 crash, went all in on Chinese equities following a misjudged bet against the semiconductor industry.Per the latest 13-F filing available, Alibaba stock (NYSE: BABA) is the savvy investor’s largest holding. Chinese stocks account for 43% of Burry’s portfolio — and BABA shares, on their own, make up 16% of it.Before the onset of the trade war, the renowned investor’s portfolio was up quite significantly. However, as his largest holding happens to ...