Seeking Alphaยท2025-02-23 08:17Group 1 - The article discusses the return of optimism in the Chinese stock market, particularly focusing on Tencent Holdings Limited and its potential for long-term outperformance due to competitive advantages [1] - The analysis emphasizes the importance of high-quality companies that possess economic moats and defensibility, indicating a focus on both large-cap and small-cap companies in Europe and North America [1] - The author's academic background in sociology, with a Master's Degree emphasizing organizational and economic sociology, supports the analytical approach taken in the article [1] Group 2 - The analyst has disclosed a beneficial long position in shares of Alibaba (BABA), JD, and Tencent (TCEHY), indicating a personal investment interest in these companies [2] - The article is presented as an independent opinion, with no compensation received from the companies mentioned, highlighting the author's impartiality [2]