China's economic outlook appears strong, with global discussions highlighting the country's growing competitiveness. As stimulus measures are anticipated, China's economy is likely to gain momentum, regardless of potential tariffs if Trump wins. The Chinese market is crucial for American and European companies, presenting two choices: collaborate and manage trade with China or face total chaos. I doubt Trump would want a stock market crash, as it would have widespread implications.
Alibaba (BABA) is particularly well-positioned in this scenario. Its revenue is not heavily tied to the U.S. market, providing a buffer against trade tensions. Given current conditions, I expect BABA's stock to rise above $120 soon. Managing trade with China is vital for global economic stability and growth.
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