China-founded e-commerce retailers Shein and Temu have captured a combined 3.6% share of South Africa's retail, clothing, textile, footwear and leather (CTFL) market, accounting for 7.3 billion rand ($405 million) in sales in 2024, a report showed on Tuesday.
Recent trade conflicts heighten uncertainties for both JD.Com (JD) and PDD Holdings (PDD). The more uncertain the time, the more we found insights from Peter Lynch to be timeless – and also timely. With a 5-point comprehensive check following Lynch's insights, we believe PDD is better positioned for future uncertainties.
The European Union accused Chinese-founded online shopping giant Temu on Monday of breaking the bloc's digital rules by not "properly" assessing the risks of illegal products.
Temu's attempts to weather U.S. tariffs are reportedly being hindered by Amazon. The Chinese eCommerce platform — owned by PDD — has been told by American companies that it cannot provide lower prices than Amazon on branded items, the Financial Times (FT) reported Sunday (July 27), citing two sources familiar with recent meetings.
PDD Holdings' stock has seen double-digit gains YTD, indicating that despite challenges in its key markets and disappointing results, it has something going for it. A pickup in China's retail sales recently can certainly work in its favor, especially when potential demand loss from tariff increases in the U.S. needs to be balanced. The pullback in its profits also has a purpose, and that's to e...
Investing in Chinese stocks is challenging due to the mix of good (fundamentals), bad (headwinds such as tariffs), and ugly (data gap). I hold a bearish bias on the Chinese market, rating the triple bear ETF YANG as HOLD. YANG can be used as a hedging tool to navigate current uncertainties. YINN/YANG dual-play is a "blackbox" approach to lower volatility. Option-writing on both ETFs may generat...
With the market hovering near its all-time highs, it might seem like the right time to pivot from high-growth stocks toward more conservative value plays. That would be a prudent move, but investors who hastily ditch all of their growth stocks could miss out on some big long-term gains.
I reiterate my buy rating on PDD, despite recent underperformance and a challenging Q1, due to its low valuation and strong free cash flow yield. PDD faces headwinds from tariffs, the loss of the de minimis exemption, and increased competition, but profitability remains robust and EPS growth is expected in 2026. Valuation remains attractive: even with reduced EPS estimates, PDD trades at a low ...
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