Nov 14, 2025 • South China Morning Post
SOMEWHAT-BULLISH
US funds tread carefully on China as Oaktree and Appaloosa adjust bets
Major US fund managers stayed cautious on China in the third quarter, with Oaktree Capital Management rebalancing its exposure to both equities and convertible bonds tied to Chinese firms, while Appaloosa - founded by billionaire investor David Tepper - made selective adjustments.
Sep 12, 2025 • Benzinga
BULLISH
3 Communication Services Stocks Show Improving Valuations - Iridium Communications ( NASDAQ:IRDM )
The latest value percentile report highlights notable week-on-week improvements in value rankings for three prominent Communication Services stocks.
Aug 14, 2025 • Benzinga
NEUTRAL
Bridgewater Retreats From China, Shifts Billions Into US Mega-Cap Tech - Alibaba Gr Hldgs ( NYSE:BABA ) , Autohome ( NYSE:ATHM )
Bridgewater sold $1.41B in U.S.-listed Chinese stocks, fully exiting as U.S.-China trade tensions reignited. U.S. and China extended their trade truce 90 days, keeping existing tariffs and briefly calming market fears. Get more market-moving news first with AI-powered analysis that turns noise ...
Aug 14, 2025 • South China Morning Post
NEUTRAL
World's top hedge fund Bridgewater dumps all China stocks
The world's largest hedge fund, Bridgewater Associates, sold all of its holdings in US-listed Chinese companies in the second quarter, marking a decisive retreat from the market as geopolitical tensions and shifting investor sentiment clouded the outlook for the world's second-largest economy.
Aug 13, 2025 • Benzinga
NEUTRAL
JD.com Flees China's Brutal Retail Wars For Europe, As Beijing Fails To Tame Price-cutting At Home - JD.com ( NASDAQ:JD )
Two recent developments tell a single, compelling story about the immense pressures within the Chinese market. The first is e-commerce giant JD.com's JD surprising pivot toward brick-and-mortar retailing in Europe, marked by its recent deal to acquire German electronics chain operator Ceconomy.
Aug 05, 2025 • Zacks Commentary
NEUTRAL
Are Options Traders Betting on a Big Move in Autohome Stock?
Investors need to pay close attention to ATHM stock based on the movements in the options market lately.