Alibaba (HKG:9988) in Harding Loevner Emerging Markets Q3 2024

Resilient E-commerce Growth Amidst Regulatory Headwinds

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Apr 14, 2025
Summary
  • Investment rationale: Leading e-commerce platform with diverse revenue streams.
  • Market positioning: Strong presence in cloud computing and digital media.
  • Risks and challenges: Regulatory pressures in China and global economic uncertainties.
  • Recent performance: Continued to perform well despite market volatility.
  • Future outlook: Expansion in international markets and cloud services.

Alibaba (HKG:9988, Financial) was featured in the Harding Loevner Emerging Markets Equity Q3 2024 report as a key holding, underscoring its pivotal role in the portfolio. The company remains a dominant force in e-commerce, with significant investments in cloud computing and digital media, which are expected to drive future growth.

"Alibaba's strategic focus on expanding its cloud and international e-commerce operations positions it well for long-term growth, despite ongoing regulatory challenges." — Harding Loevner Emerging Markets Equity Q3 2024 Fund Letter

Read full letter at gurufocus harding loevner emerging markets equity q3 2024 report 2024 Q3 page.