Is Alibaba Eating JD.com’s Lunch?

JD.com used to grow revenues faster than its big rival Tmall from Alibaba.
However, lately these roles seem to have reversed and the shares of Alibaba have strongly outperformed those of JD.com since mid-August.
The fact that JD.com was able to re-accelerate growth and produce improving margins and beat earnings shows investors shouldn’t be too scared of this.
Despite years of hyper growth, the shares of both companies only started to take off at the beginning of this year.

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