HomeIndustriesRetailChinese Realtor 'Mixed Bag:' BABA, JD Show Uneven A.I. & Ecommerce Footing

Chinese Realtor 'Mixed Bag:' BABA, JD Show Uneven A.I. & Ecommerce Footing

As U.S. shares of JD.com (JD) near a 52-week low, Henry Greene points to the company's margins, which he says are "really under pressure." He makes the case that Alibaba (BABA) is a much stronger pick. Olivier Blanchard agrees and says "let Alibaba cook." He points to Tencent (TCHEY) as another "really interesting company to watch."

The Watch List

13 Nov 2025

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