Pinduoduo

Portfolio Spotlight: May 2026

May continued the positive sentiment that returned to the markets after the spring correction. Investors remained focused primarily on AI, technology and growth companies, while concerns about inflation, interest rates and geopolitical tensions temporarily receded into the background. The S&P 500 index continued to rise and further improved its...
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Which Asian stocks do you have in your portfolio?

Overall, Asia seems like an interesting environment right now, where you can find relatively cheap stocks with high potential. I currently have in my portfolio $BY6.F, $BABA and $SFTBY. On my watchlist I'm watching $XIACY, $PDD and $BIDU.

What do you think of yesterday's drop in $PDDstock ?

Pinduoduo reported results yesterday, which I thought were very good, as almost everything was up, and for example sales were up about 45% year over year. But despite the good results, the stock is down 10%, which could be an interesting buying opportunity.

PDD as a Leading Company in Chinese E-commerce

Market Position:

- Leading e-commerce company: $PDD has become a leading e-commerce company in China due to its cost-effective positioning and the growth of the Temu marketplace.

- Market capitalization: after impressive first quarter results announced last Wednesday, $PDD's market capitalization has surpassed its strong competitor,...
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