$PDD has 50-60% upside from $100
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PDD has solid growth and temu is currently launching into new regions with TAM increasing with each entered zone.
- Chinese equities are dirt cheap and have performed badly in last 4 years. Trump was seen as detrimental for chinese equities. However, I will play the devil's advocate here and say Trump will be good for China. If US wants to prosper then it's better to sort deals and grow together vs making china as enemy economically.
- Lot of companies of US have manufacturing in China and Chinese consumers especially middle class is getting stronger thus offering selling opportunities for US companies.
- China will ease monetary policy to revive the demand and consumption which should boost economy
PDD has solid growth and temu is currently launching into new regions with TAM increasing with each entered zone. - Chinese equities are dirt cheap and have performed badly in last 4 years. Trump was seen as detrimental for chinese equities. However, I will play the devil's advocate here and say Trump will be good for China. If US wants to prosper then it's better to sort deals and grow together vs making china as enemy economically.
- Lot of companies of US have manufacturing in China and Chinese consumers especially middle class is getting stronger thus offering selling opportunities for US companies.
- China will ease monetary policy to revive the demand and consumption which should boost economy
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