JD.com: Enduring Growth Amid A Trade War, Hiking My Target Price

Group 1 - Chinese stocks have notably outperformed in 2025, with the iShares China Large-Cap ETF (FXI) increasing by over 7% year to date, including dividends [1] - In comparison, the S&P 500 ETF has not shown similar performance, indicating a potential shift in investor sentiment towards Chinese equities [1] Group 2 - The article emphasizes the importance of analyzing macro drivers of asset classes such as stocks, bonds, commodities, currencies, and crypto [1] - It highlights the role of empirical data in creating evidence-based narratives to support investment decisions [1]