Baidu, Alibaba, Tencent Still Have Long Run Upside, UOB Private Says

The video discusses the current status and future potential of major Chinese stocks like Baidu, Alibaba, and Tencent. Despite recent sell-offs, these stocks are seen as having long-term upside due to their strong ties to China's consumer landscape. The video also highlights China's economic restructuring, focusing on the growing services sector, which is expected to increase its GDP contribution. The speaker remains optimistic about consumer stocks, emphasizing their long-term potential despite short-term challenges.

Which companies are highlighted for their good valuations in the first section?

• Samsung and LG

• PetroChina and Sinopec

• Apple and Microsoft

• Baidu, Alibaba, Tencent

What is the investment outlook for the DBA team according to the speaker?

• Stable with no growth

• Short-term decline

• Long-term upside

• Immediate sell-off

What percentage of China's GDP is currently attributed to the services sector?

• 70%

• 60%

• 52%

• 40%

By 2030, what is the expected GDP contribution of China's services sector?

• 50%

• 55%

• 60%

• 65%

What is the speaker's perspective on the short-term news affecting these stocks?

• Cautiously optimistic

• Very negative

• Positive

• Neutral