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ProCap Insights · July 16, 2026

China’s Economic Slowdown Rewards 2 Companies That Benefit From the Export-Heavy Country

China's growth just slowed to 4.3%, its weakest quarter since late 2022, while its factories flood the world with cheap goods and its own shoppers stay defensive.1 PDD and Alibaba are built to profit from that split, yet both trade at a fraction of the market's multiple.

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