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Huge Pension Halves Alibaba Stake. It Sold Altria, Chevron, and Lockheed Stock. - Barron's

1. New York pension halved its Alibaba investment in Q1. 2. Alibaba's ADRs rose 56% in Q1 but fell 5.2% in Q2. 3. Continued U.S.-China trade tensions affect Alibaba's stock performance. 4. Recent stimulus measures and interest rate cuts support Alibaba. 5. The fund's total assets are $273.4 billion.

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FAQ

Why Bearish?

The significant divestment by a major pension may indicate waning confidence in Alibaba, echoing historical trends where institutional selling often precedes further declines.

How important is it?

The pension fund's substantial investment changes highlight institutional shifts in sentiment toward Alibaba, which are crucial for potential future price movements.

Why Short Term?

The immediate effect of the pension's actions on Alibaba's share price may be evident in the short term as market sentiment adjusts.

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