The post Here’s how much Michael Burry is up on his China bet in 2025 appeared on BitcoinEthereumNews.com.

Ever since Michael Burry gave up on his 2023 short position against the semiconductor industry, his investment in a set of major Chinese stocks has been his most controversial bet. Despite the long period of stagnation and even decline for East Asian equity, the trader behind the famous ‘Big Short’ of the Great Recession continued building his stake, eventually turning Alibaba (NYSE: BABA), JD.com (NASDAQ: JD), and Baidu (NASDAQ: BIDU) into some of his biggest positions. Starting in September 2024, and especially since the start of 2025, the long position, worth tens of millions of dollars as of the latest quarterly filing, appears to be paying off as, year-to-date (YTD), China’s benchmark CSI 1,000 index is up 11.25%, while CSI 300 is also in the green, and Hong Kong’s HSI recorded an even more impressive 19.64% rally. CSI 1,000 index YTD price chart. Source: Google Alibaba (NYSE: BABA) Despite the broader success of China’s stock market observable to an extent since the September hype over expected financial stimuli, Burry’s biggest position – Alibaba – has emerged as one of the biggest winners of the portfolio. BABA shares experienced particularly powerful tailwinds as the technology and e-commerce giant entered the scene with its new and advanced Qwen 2.5 artificial intelligence (AI) model just as another Chinese AI – DeepSeek – shook Silicon Valley. The release, which positioned Alibaba as a major player in the ongoing boom, led to one of the firm’s strongest rallies in recent years and propelled it to $144.51 – a high not seen since 2021. Furthermore, as Michael Burry’s BABA stock position is known to have been worth $12.7 million on December 31, 2024, the shares’ 70.43% YTD rally means that ‘The Big Short’ trader has seemingly already made $9 million on his stake. BABA stock YTD…

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Filed under: News - @ February 21, 2025 4:24 pm