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Securities In This Article China has been in the crosshairs of US President Donald Trump, the prime target of the administration’s “Liberation Day” tariffs. Yet, for all that, Chinese shares have been strong performers this year. One, Beijing unleashed to stimulate demand and lift prices, including rate cuts, homebuying incentives, cash for banks, a possible stock-stabilization fund, and a plan to tackle hidden local government debt. Two, enthusiasm surged around Chinese startup DeepSeek, which that it says are on par with US models but at a fraction of the cost and computing power.Deepseek “could benefit many Chinese companies and cause a re-rating of Chinese stocks,” Invesco chief global market strategist Kristina Hooper in February.“Chinese companies are moving up the value-added chain and offering very competitive products in some industries,” Hooper continued. “Chinese stocks have had attractive valuations for years, but the appearance of these important catalysts has made the difference. Chinese stocks, especially Chinese tech stocks, could have a long runway, in my view.” Then came the downturn—and the rebound. In the tariff tantrum between April 2 and April 8, the iShares MSCI China ETF MCHI fell 16.5%, and then rebounded 14.8% to today’s level. Meanwhile, the SPDR S&P 500 ETF SPY fund fell 12.05%, and has rebounded 10.8%.So far this year, MCHI is up 10.9%, the iShares MSCI All-Country World Index ETF ACWI is down 1.69%, and SPY is down 6.44%.In an April 10 report, Morningstar Asia analysts led by Kai Wang they were “unsure about the culminating effects of retaliatory tariffs, but China has previously indicated that further stimulus is on the table. Any sign of fiscal support to help offset the tariff impact is likely to be met positively.” The analysts continued: “China has already allowed the yuan to weaken so that it can incentivize more exports to counter likely lower US demand. We also believe that state-owned funds are also likely providing a floor to stock prices by buying assets on the dip. We also expect China will continue its promise to help boost consumption that had been a central theme to our investment thesis prior to tariffs as its Two Session meetings announced several specific actions to help travel, leisure, appliances, and automobile industries.”What Are the Best Chinese Stocks to Buy?To come up with our list of the best Chinese stocks to buy now, we screened for:Chinese companies whose stocks trade on a US exchange. Chinese companies that earn wide . We think companies with wide economic moats should remain competitive for 20 years or more. China stocks that are undervalued, as measured by our price/fair value metric.5 Best China Stocks to Buy NowThese wide-moat Chinese companies are the most undervalued according to our data as of April 22, 2025.JD.com Baidu Yum China Tencent Holdings Alibaba Group Below we give an overview of these top Chinese stocks, with insight from Morningstar analysts. All data is as of April 22, 2025.: 0.48 : High : Exemplary : Internet Retail “JD has low balance sheet risk as it had a net cash position of CNY 110 billion as of Sept. 30, 2024. We expect it to generate positive free cash flow to the firm, or FCFF, in the coming decade. JD.com adopts an annual dividend policy, with the amount based on financial performance in the previous fiscal year and other factors. We don’t think the dividend and share repurchase program will have a material negative impact on JD’s financial position. JD.com invested heavily in fulfillment infrastructure, technology, and new businesses such as community group purchasing, leading to concerns about its free cash flow profile and margin, but this concern has dissipated as the firm focuses on profitable growth. We think management will place more emphasis on growing revenue per user, expansion into lower-tier cities. Therefore, JD would not invest in new areas as aggressively as before, so we think JD will be able to maintain a positive non-GAAP net margin. Its financial strength should improve in the future.”: 0.54 : High : Standard : Internet Content and Information “Baidu’s wide economic moat is created by its network effect from a dominant share of the user base and intangible assets from years of AI development and research and development. As one of the earliest internet companies in China, Baidu has built an ecosystem around search and successfully shifted to mobile internet by releasing various well-received mobile apps, such as its flagship Baidu app, which had 580 million monthly active users as of second-quarter 2021, and Baidu Maps. According to web analytics firm, Statcounter, Baidu’s market share as of September 2021 was 82.5%, compared with its closest Chinese competitor Sogou at 7.6%.Its incumbent market share and network effect from its years of dominance are Baidu’s moat sources for the search business. It has a large database of user behavior data in China, which Baidu’s AI search engine has accumulated over the course of almost two decades. This is critical in generating the most relevant results for users, which leads to increased usage and more data and higher advertising efficiency. Meanwhile, Baidu has built up a network effect and a positive feedback loop in its search business by leveraging its significant search traffic on both PC and mobile devices; this is difficult for its competitors to replicate, as it would take a long time to achieve a user database and marketing customer base of similar size.”: 0.59 : Medium : Standard : Restaurants “Our fair value estimate for Yum China is USD 76 per share. We assume a recovery of same-store sales in 2025 and the years onward. Our valuation implies a 2025 price/earnings of 29 times and a free cash flow yield of 3%. These multiples are slightly ahead of global industry averages but justified by Yum China’s higher long-term growth potential.For the next three years, we forecast a compounded annual growth rate of 11% in net unit openings, positioning Yum China to slightly exceed its goal of 20,000 outlets by 2026. This expansion will primarily target lower-tier cities and include some franchising, given the lower penetration of chained restaurants in these areas.Despite ongoing macroeconomic challenges, we still see opportunities for same-store sales growth driven by rising disposable income and more dining out resulting from ever-smaller family sizes. These dynamics contribute to our projection of about 1% annual growth in comparable store sales over the next several years.”: 0.66 : High : Exemplary : Internet Content and Information “Tencent’s financial position is robust, maintaining a net cash position at the end of 2023. The company’s ability to generate strong free cash flow, even during game approval halts in 2018 and 2021, reinforces our expectation of continued financial stability.Currently, Tencent is investing in artificial intelligence chips for generative AI development. Its healthy balance sheet and free cash flow provide ample flexibility to support these investments.While details regarding Tencent’s external investment portfolio, particularly its private investments, remain somewhat opaque, its holdings in public and private companies exceed CNY 900 billion, even after divesting shares in Meituan and JD. This investment portfolio, which can be liquidated if needed, represents a significant reserve of capital.”: 0.71 : High : Standard : Internet Retail “Despite increasing competition, we’re maintaining our wide economic moat rating based on Alibaba’s strong network effect, where the value of the platform to consumers increases with a greater number of sellers and vice versa. Alibaba is monetizing its network effect better than any other e-commerce platform in China. The short video platforms Douyin and Kuaishou have not proved they can monetize the physical goods e-commerce market with a durable profit margin, but Alibaba has been profitable for a decade, and we believe it will remain profitable for the next 20 years. In addition, we think that the livestreaming e-commerce that Kuaishou and Douyin offer is a supplement to e-commerce offerings, not a replacement of the mainstream e-commerce platforms. Livestreaming e-commerce tends to satisfy impulsive purchases instead of planned or urgent purchases. The return and refund ratio of livestreaming is high, which we think is inherent in its impulse purchase nature; this makes it difficult for brands to rely on this channel solely in the long term.” The author or authors own shares in one or more securities mentioned in this article., These top five China stocks with wide moats look undervalued today. Investing Ideas. Home Tools. Portfolio Watchlists Charity Blue Jun 2, 2025., Bilibili (NASDAQ:BILI) is a unique Chinese stock, in that it’s a tech company many investors are viewing as a compelling opportunity in 2025 as a future-forward firm..
With $18.3 billion in trailing revenue, it trades at an attractive enterprise value that is just 1.3 times its top line. Armed with a double-digit net margin, Baidu is an unheralded financial , Baidu is good for the money. Its cash-rich balance sheet shrinks a $28.5 billion market cap to an enterprise value of just $23.4 billion. With $18.3 billion in trailing revenue, it trades at an , In case investors haven’t realized it yet, there is a common theme in the way that energy stocks and value stocks could outperform in 2025, and that’s a lower dollar index. A lower dollar will also help a completely different set of stocks in 2025, across the world this time. It’s Time for Chinese Stocks, Best China stocks 2025: Online giants JD.com and Alibaba are among Chinese stocks near buy points as stimulus hopes trump tariff fears. Learn how you can make more money with IBD's investing , The Made in China 2025 initiative fuels innovation, empowering domestic companies to compete globally. By fostering such advancements, China could position itself for long-term economic and market leadership. Now, let us dive deep into the fundamentals of three China stocks, starting with #3., Key Data Points on Chinese Stocks. Major Chinese stocks are trading at significant discounts relative to U.S. counterparts. Price-to-Earnings (P/E) Ratios: U.S. stocks (S&P 500) – ~26x earnings; Chinese stocks (average P/E) – ~11-15x earnings (with many even lower).