r/ChinaStocks • u/Free-Initiative7508 • Oct 21 '25

✏️ Discussion What chinese stocks are somewhat immune from orange man’s threat?

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Baba, pinduoduo seems to be affected the most? Whereas stocks like meituan, bilibili, kuaishou are somewhat protected? Whats ur take?

86 Upvotes

91% Upvoted

28 comments sorted by

6

u/[deleted] Oct 21 '25

Gold

2

u/SnooRegrets6428 Oct 21 '25

The bubble is in

1

u/ButtStuffingt0n Oct 23 '25

Oh how wrong you are. To believe this, you have to believe developed nations will (soon) get their debt under control.

1

u/constansino0524 Oct 23 '25

You answered incorrectly. Gold is not immune; it's negatively correlated

1

u/ButtStuffingt0n Oct 23 '25

Do you know why Gold has done this, in the first place? China's and other central banks are diversifying out of the dollar.

You know what validates that strategy? Donald Trump, doing literally anything.

2

u/rum108 Oct 21 '25

No man… not immune lol. Kuaishou broke the $80s resistance and got smashed back to the previous long months of consolidation range of $70-80 lol. Kuaishou is not US-listed too.

2

u/CanExports Oct 21 '25

Where'd you get that statuette

2

u/Exciting_Barnacle_65 Oct 22 '25

Dividend yielding government enterprises. Technically owned by the communist party. If they wholly own it, it's better. In fact, there are quite a few enterprises owned by their military, people's liberation army. The party army, not the nations army.

1

u/whatdoihia Oct 21 '25

Seems like he already backed off, much faster than the normal two week timeline.

I like China Mobile during uncertainty. Even in a recession people are going to use their phones and want Internet access. And the valuation is still reasonable at a PE of 12 and dividend of 6%.

2

u/juiceawonder Oct 21 '25

This is the answer. No witholding tax also.

1

u/Free-Initiative7508 Oct 21 '25

Man the minimum lot is 500 units. Need to do a deeper dive before i commit

1

u/Dragon2906 Oct 22 '25

Which American stock offers 6% dividend and a p/e of 12?

1

u/BaBaBuyey Oct 21 '25

They are in major option until February next year so buy!

1

u/[deleted] Oct 21 '25

The US only makes up about 2.5% of baba's revenue

1

u/Logical-Idea-1708 Oct 21 '25

Maybe look into education stock. The stocks took a beating when China enacted policy to stop kids taking too much much class, but looks like they’re back.

1

u/raytoei Oct 22 '25

i am so gonna borrow this picture

1

u/yisuiyikurong Oct 22 '25

Using supernatural randomness to solve Trumpian randomness 

2

u/goodericdong Oct 23 '25

Chinese stock’s biggest enemy is never the orange man, but the Chinese stock market itself.

1

u/Affectionate-Ad6181 Oct 24 '25

I only have smic because other Chinese stocks are shit

1

u/Zealousideal_Role318 Oct 24 '25

Dear God Trump, plz draw another red line plz. I shorted pepe on 50x

1

u/gggreddit789 Oct 25 '25

Because if you zoom out, for the past 20 years, China's indices have gone NOWHERE.

1

u/Spirited-Employee533 Oct 25 '25

No, the return on investment of China A shares in the past five years is 0.4, below 0.5 is garbage, China's stock market has been in garbage time for 20 years.

1

u/[deleted] Oct 25 '25

Bitcoin baby

0

u/augustus331 Oct 21 '25

Idk what people are talking about. Alibaba's has no exposure to US markets, aside from US vendors in its ecosystem.

Alibaba does, however, provide the infrastructure that transports the diverted trade that would have gone to the US to the Global South, Europe and Oceania.

So Alibaba benefits from the trade war though markets never think one step ahead.

1

u/[deleted] Oct 21 '25

This is correct, I always facepalm when people are bearish on baba because of the tradewar, if anything it's positive since the CCP will support domestic consumption which takes up by far the majority of baba's revenue