Why you HAVE to own Alibaba & TenCent for the china consumption opportunity

 In Dynamic Brands

This new era in Chinese shopping offers a glimpse into the likely future of retail around the world. More than $413 billion of goods will be sold through social e-commerce in China by 2022, an almost fivefold increase from $90 billion in 2017, according to researcher Frost & Sullivan.

We live in the U.S. and 72% of our GDP comes from consumer spending – you HAVE to have a dedicated allocation to this theme in your portfolio.


There’s an even bigger opportunity: China consumer spending. Even bigger, Asia consumer spending. Shopping and paying for merchandise is completely different in China/Asia vs the U.S. Knowing that, you have a leg-up on how to make money investing in the winners. There will be lots of winners but 2 of the biggest are Alibaba (BABA) & TenCent (TCEHY).

Here’s the link to a great article from Bloomberg on the spending that happens, how it’s done, and how you pay…Hint, it’s all mobile and social! Click the image to read this great article.


Eric Clark, Portfolio Manager
Eric serves as a Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors. His focus is on Accuvest’s suite of Dynamic Brands equity strategies. As a member of the Investment Committee, his responsibilities include research, investment analysis, technical analysis, macroeconomic commentary, and portfolio strategy & implementation. Eric also leads the sales, marketing & distribution efforts of the Dynamic Brands business line. Eric has 25 years investment experience. Eric is a frequent writer about the power of the consumer spending theme and global consumption trends. He is a brand consultant and leads the Alpha Brands Consumer Spending Index committee. He holds the Series 7 and 66 licenses.
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