Alibaba, once the undisputed titan of China’s e-commerce space, has faced headwinds in recent years—from regulatory pressures to slowing consumer demand and an overextension into offline-heavy businesses. However, the company is entering a pivotal transition.Read more

China Tourism Group Duty Free looks out of favor just as travel and shopping habits start to normalize, leaving the business priced as if the good times never return. Its hard-to-replace duty‑free licenses and reach across airports, ports, and Hainan could make any recovery show up faster here than in most retail names.Read more

NVIDIA looks unstoppable because its chips and software sit at the heart of today’s AI buildout, but that wave may not last forever. As big customers build their own capacity and alternative chips gain ground, the company could shift from “legendary” growth back toward something more ordinary.Read more