#china-stocks
Alibaba (BABA) stock forecast: bear, base, and bull case to 2031
BABA stock forecast: cloud/AI growth vs China macro, DoD lawsuit and Anthropic allegation risk. 6mo/1yr/3yr/5yr bear/base/bull scenarios. Hold, ~15x earnings.
CATL stock (CYATY): Hold - the world's #1 battery maker at a China discount, bear/base/bull to 2031
CATL (CYATY ADR): Hold at $22.26. World's #1 battery maker, bear/base/bull for 6-month, 1-year, 3-year, and 5-year horizons. China discount and NS-CMIC risk.