China's Services Sector Pivot
While China's manufacturing struggles with weak global demand, its domestic services sector is thriving. These carefully selected stocks represent companies positioned to capture growth from China's expanding consumer economy and digital services landscape.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Alibaba Group
BABA
Current price
$121.26
As a dominant force in e-commerce and cloud services, Alibaba is a primary beneficiary of China's domestic consumption and digital economy, which rema...
As a dominant force in e-commerce and cloud services, Alibaba is a primary beneficiary of China's domestic consumption and digital economy, which remains strong despite manufacturing weakness.
PDD Holdings Inc
PDD
Current price
$118.95
This popular e-commerce platform targets a wide range of consumers within China, making it a key player in the domestic consumption story that is outp...
This popular e-commerce platform targets a wide range of consumers within China, making it a key player in the domestic consumption story that is outperforming manufacturing.
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About This Group of Stocks
Our Expert Thinking
China's economy is showing a clear split: manufacturing is contracting while services are expanding. This represents a structural shift towards domestic consumption and digital services, creating targeted investment opportunities in companies serving China's internal market.
What You Need to Know
These companies are largely insulated from global trade tensions because they focus on China's domestic market. The basket includes market leaders in e-commerce, digital entertainment, online travel, and food service – areas showing resilience despite broader economic uncertainty.
Why These Stocks
We've selected established market leaders positioned to directly benefit from robust internal spending trends in China. Each company plays a significant role in the consumer-facing digital economy, capitalizing on the country's pivot toward services-led growth.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+18.23%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 18.23% over the next year.
Stocks Rated Buy by Analysts
15 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Catch the Economy's Big Shift
China's manufacturing is slowing but services are booming. These companies are riding this pivotal economic transition, giving you exposure to where the real growth is happening.
Trade War Protection
These domestic-focused companies are partially shielded from US-China trade tensions. While export manufacturers struggle, these services businesses continue serving China's massive internal market.
The Smart Money's Moving Here
Professional investors are increasingly targeting China's digital services sector as manufacturing cools. These companies represent the new growth engines in the world's second-largest economy.
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