Jim Cramer’s Thoughts on Liberation Day, Tariffs, and 17 Stocks to Watch Right Now

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5. Alibaba Group Holding Ltd. (NYSE:BABA)

Number of Hedge Fund Holders: 107

A caller during the lightning round asked whether looking into China was risky. Jim Cramer gave his green light but specifically recommended Alibaba Group Holding Ltd. (NYSE:BABA), saying:

“The Chinese market is in bull market mode. The only one that I’ve supported the whole way is Alibaba. But I give you my blessing on this because right now it is the place to be and that is the right sector.”

Baron Emerging Markets Fund shared the following commentary on Alibaba Group Holding Limited (NYSE:BABA) in its Q4 2024 investor letter:

“Alibaba Group Holding Limited is the largest retailer and e-commerce company in China. Alibaba operates shopping platforms Taobao and Tmall as well as businesses in logistics, local services, digital media, and cloud. Shares fell on continued weakness in core domestic commerce growth. Quarterly results were roughly in line with expectations, with relative strength in profitability, but the timing for acceleration in core gross merchandise value is still unclear. We retain conviction that Alibaba is well positioned to benefit from China’s ongoing growth in online commerce and cloud in China, though competitive market concerns remain.”

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