JD.com Is Priced For Failure, But The Market Is Wrong (NASDAQ:JD)

Core Insights - Investing in China and Chinese technology and retail companies has become more favorable in recent quarters, with major companies like Tencent Holdings showing strong performance over the last two years [1] Group 1: Company Performance - Major Chinese technology companies have performed well, particularly Tencent Holdings, indicating a potential shift in investment sentiment towards these firms [1] Group 2: Investment Focus - The analysis emphasizes high-quality companies that can outperform the market in the long run due to competitive advantages and defensibility, with a focus on both European and North American companies across various market capitalizations [1]