Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James and team, Interested in your opinion on BABA and JD in the international portfolio. Given they have come down so far but still have great growth potential and are solid businesses, are these positions you would be happy to add to at these levels or is caution still warranted due to political and other risk? Many thanks Alex
Hi Alex,
A great question because we have indeed considered increasing both Alibaba (BABA US) and JD.com Inc (JD US) but we already have 6% and 5% respectively in both companies hence the risk into these out of favour tech names is too high – if our exposure was lower we would average.
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