3 Chinese Stocks I Own in 2025: Baidu, Alibaba, and Qifu Technologies

As an investor with a keen eye on the Chinese market, I've been closely monitoring the performance of Chinese stocks in recent years. Despite the challenges posed by regulatory uncertainty, geopolitical tensions, and financial turmoil, I remain bullish on the long-term prospects of the Chinese economy and its leading companies. In this article, I'll share my insights on three Chinese stocks that I own in 2025: Baidu, Alibaba, and Qifu Technologies.



1. Baidu (BIDU)

Baidu, often referred to as the "Google of China," has faced its share of challenges in recent years, including increased regulatory scrutiny and slower growth. However, I remain optimistic about the company's long-term prospects. Baidu's core search engine business remains strong, with a dominant market share in China. Moreover, the company's expansion into autonomous driving, robotics, machine learning, computer vision, and AI is expected to drive growth in the coming years. Baidu's Apollo autonomous driving platform has already partnered with major automakers like Ford, Toyota, and BMW, indicating potential growth in this area. Additionally, Baidu's investment in AI and machine learning technologies is expected to lead to new revenue streams and improved operational efficiency. Baidu's iQIYI video streaming platform also has a large user base and is expected to continue growing, contributing to Baidu's overall revenue.



2. Alibaba (BABA)

Alibaba, the e-commerce giant, has also faced competitive pressures and regulatory headwinds in recent years. However, the company's dominant market position and extensive user base make it an attractive investment opportunity. Alibaba's e-commerce platform remains the dominant player in China, with a vast market reach and extensive market reach. The company's Singles Day event continues to grow, with record-breaking sales each year, indicating the potential for further growth in the e-commerce sector. Alibaba's expansion into cloud computing and digital media services is also expected to drive growth in the coming years. Moreover, Alibaba's strategic acquisitions and partnerships, such as its investment in Ele.me and its partnership with Starbucks, are expected to drive growth in the food delivery and retail sectors.



3. Qifu Technologies (QFIN)

Qifu Technologies, a smaller company with a market cap of $5.6 billion, has been consistently profitable and has bet on itself by announcing share buyback plans in March 2024 and November 2024. The company's stock more than doubled in 2024, and it also returns money to stakeholders through semiannual payouts, currently yielding 3.3%. Qifu's focus on providing credit solutions to underserved consumers and small and medium businesses is expected to drive growth in the coming years. The company's proprietary AI-fueled credit assessment tools enable it to serve a broader range of customers, including those with limited credit histories. Qifu's expansion into rural territories and lower-tier cities is also expected to tap into a large and underserved market segment. Moreover, Qifu's consistently profitable track record and commitment to share buybacks and dividends indicate a strong financial position and potential for future growth.

In conclusion, despite the challenges posed by regulatory uncertainty, geopolitical tensions, and financial turmoil, I remain bullish on the long-term prospects of the Chinese economy and its leading companies. Baidu, Alibaba, and Qifu Technologies are three Chinese stocks that I own in 2025, and I believe they offer attractive investment opportunities for those willing to accept the risks associated with investing in the Chinese market. As always, it's essential to conduct thorough research and consider your risk tolerance before making any investment decisions.