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Dec 2023 Portfolio Update: Increasing Stake in Ping An and Alibaba While Divesting Others

Due to the constant bad news coming out of China, share prices of Alibaba and Ping An have taken a hit. What made it worse is that in the latest quarter financial results, Alibaba has struggled to grow its cloud business, while the communist owned companies of Huawei and China Telecom are gaining market share […]

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