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ITPM Flash Ep53 A Call on China

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Manage episode 437553938 series 2467143
Content provided by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald discusses a new trading idea focused on Alibaba (BABA), a major Chinese e-commerce company. He delves into the company's diverse business segments, including its cloud computing growth and dominance in China's online retail market. Jason also analyzes the broader Chinese economic context, highlighting potential recovery signs and why Alibaba might be the right strategic play particular within the US ADR market. He walks through his bull thesis, the trade structure he's using, and explains why he believes it to be a favorable risk-reward set-up. Enjoy the episode. Happy trading!

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131 episodes

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ITPM Flash Ep53 A Call on China

ITPM Podcast

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Manage episode 437553938 series 2467143
Content provided by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald discusses a new trading idea focused on Alibaba (BABA), a major Chinese e-commerce company. He delves into the company's diverse business segments, including its cloud computing growth and dominance in China's online retail market. Jason also analyzes the broader Chinese economic context, highlighting potential recovery signs and why Alibaba might be the right strategic play particular within the US ADR market. He walks through his bull thesis, the trade structure he's using, and explains why he believes it to be a favorable risk-reward set-up. Enjoy the episode. Happy trading!

  continue reading

131 episodes

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