{"id":79643,"date":"2025-09-22T22:39:09","date_gmt":"2025-09-22T22:39:09","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/79643\/"},"modified":"2025-09-22T22:39:09","modified_gmt":"2025-09-22T22:39:09","slug":"baba-meli-nu-gain-tailwinds-from-dollar-weakness","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/79643\/","title":{"rendered":"BABA, MELI, NU Gain Tailwinds From Dollar Weakness"},"content":{"rendered":"<p>No investor should underestimate the power of intermarket connections.<\/p>\n<p>Investors often focus on single markets in isolation, but the real story is in the connections between them. Stocks, bonds, commodities, and currencies don\u2019t move on their own; they respond to the same underlying shifts in money flows and sentiment.<\/p>\n<p>Right now, <strong>the weakening U.S. dollar is not just a currency move<\/strong>, but an indicator of mounting inflation pressure, shifting global purchasing power, and capital flowing across borders. That dynamic favors international companies, since profits earned abroad convert into more dollars once they return stateside, giving investors an automatic boost even if the businesses themselves don\u2019t change.<\/p>\n<p>We\u2019re already seeing it in emerging market companies like\u00a0<a href=\"https:\/\/www.marketbeat.com\/stocks\/NYSE\/BABA\/\" target=\"_new\" rel=\"noopener nofollow\">Alibaba Group NYSE: BABA<\/a>, <a href=\"https:\/\/www.marketbeat.com\/stocks\/NASDAQ\/MELI\/\" target=\"_new\" rel=\"noopener nofollow\">MercadoLibre Inc. NASDAQ: MELI<\/a>, and <a href=\"https:\/\/www.marketbeat.com\/stocks\/NYSE\/NU\/\" target=\"_new\" rel=\"noopener nofollow\">Nu Holdings Ltd. NYSE: NU<\/a>. All three have outperformed this year, and with the dollar still falling, the rally may only be getting started.<\/p>\n<p>Get <strong>Alibaba Group<\/strong> alerts:<\/p>\n<p>Sign Up<\/p>\n<p>Alibaba: Poised for Further Growth<br \/>\nAlibaba Group Stock Forecast Today12-Month Stock Price Forecast:<br \/>$168.81<br \/>2.81% UpsideBuy<br \/>Based on 16 Analyst Ratings<\/p>\n<tr class=\"border-bottom\">Current Price<\/p>\n<td class=\"text-right\">$164.21<\/td>\n<\/tr>\n<tr class=\"border-bottom\">High Forecast<\/p>\n<td class=\"text-right\">$195.00<\/td>\n<\/tr>\n<tr class=\"border-bottom\">Average Forecast<\/p>\n<td class=\"text-right\">$168.81<\/td>\n<\/tr>\n<tr>Low Forecast<\/p>\n<td class=\"text-right\">$145.00<\/td>\n<\/tr>\n<p><a class=\"my-2 float-right upper-link no-underline\" href=\"https:\/\/www.marketbeat.com\/stocks\/NYSE\/BABA\/forecast\/\" rel=\"nofollow noopener\" target=\"_blank\">Alibaba Group Stock Forecast Details<\/a><\/p>\n<p>For years, legendary investors David Tepper and Michael Burry have been bullish on Alibaba. But, until recently, the stock struggled to deliver. Now <a href=\"https:\/\/www.marketbeat.com\/stocks\/NYSE\/BABA\/chart\/\" rel=\"nofollow noopener\" target=\"_blank\">up <strong>93% year-to-date<\/strong> (YTD)<\/a> and near a new 52-week high, Alibaba is finally gaining momentum, driven in part by macro tailwinds like a weaker dollar.<\/p>\n<p>As China&#8217;s exports to Europe continue to increase, a stronger euro works in Alibaba\u2019s favor. This is especially evident through platforms like AliExpress, where European consumers gain more spending power. It&#8217;s true that currency shifts play a role in Alibaba\u2019s valuation, but the company\u2019s core fundamentals remain solid even underneath the noise.<\/p>\n<p>The truth is that Alibaba isn\u2019t just an e-commerce story anymore. The company is pushing into semiconductor development, putting it in direct competition with\u00a0<a href=\"https:\/\/www.marketbeat.com\/stocks\/NASDAQ\/NVDA\/\" target=\"_new\" rel=\"noopener nofollow\">NVIDIA Co. NASDAQ: NVDA<\/a>. The company&#8217;s\u00a0<a href=\"https:\/\/www.marketbeat.com\/originals\/alibaba-rallies-on-new-ai-chip-design-sending-nvidia-stock-lower\/\" rel=\"nofollow noopener\" target=\"_blank\">new AI chip design<\/a> has already sparked investor interest, sending ripple effects through the market and even pressuring NVIDIA stock.\u00a0This shift positions the company within the\u00a0<a href=\"https:\/\/www.marketbeat.com\/stocks\/sectors\/computer-and-technology\/\" target=\"_new\" rel=\"noopener nofollow\">technology sector<\/a>, a high-growth space that can compound the stock\u2019s momentum.<\/p>\n<p>Even after its sharp rally, Alibaba still trades well below its <strong>all-time high of over $310<\/strong>. With renewed investor interest and multiple growth catalysts, the stock has room to run.<\/p>\n<p>MercadoLibre: Gains from Latin America\u2019s Currency Strength<br \/>\nMercadoLibre Stock Forecast Today12-Month Stock Price Forecast:<br \/>$2,817.22<br \/>14.75% UpsideModerate Buy<br \/>Based on 17 Analyst Ratings<\/p>\n<tr class=\"border-bottom\">Current Price<\/p>\n<td class=\"text-right\">$2,455.00<\/td>\n<\/tr>\n<tr class=\"border-bottom\">High Forecast<\/p>\n<td class=\"text-right\">$3,500.00<\/td>\n<\/tr>\n<tr class=\"border-bottom\">Average Forecast<\/p>\n<td class=\"text-right\">$2,817.22<\/td>\n<\/tr>\n<tr>Low Forecast<\/p>\n<td class=\"text-right\">$2,200.00<\/td>\n<\/tr>\n<p><a class=\"my-2 float-right upper-link no-underline\" href=\"https:\/\/www.marketbeat.com\/stocks\/NASDAQ\/MELI\/forecast\/\" rel=\"nofollow noopener\" target=\"_blank\">MercadoLibre Stock Forecast Details<\/a><\/p>\n<p>Policy reforms in Brazil and Argentina are boosting local economies, increasing consumer spending, and speeding up e-commerce adoption. When you add in a weaker dollar, all of a sudden shoppers across Latin America are able to spend more. And MercadoLibre is ready well-positied to take advantage of this.<\/p>\n<p>The stock is current trading at about 94% of its 52-week high, which means investors are already noticing. Notably, institutional investors have started boosting their positions, highlighting the growing conviction among smart money that this company has more room to run. Ameriprise Financial, for example, recently <a href=\"https:\/\/www.marketbeat.com\/stocks\/NASDAQ\/MELI\/institutional-ownership\/\" rel=\"nofollow noopener\" target=\"_blank\">increased its stake in MercadoLibre by 3.6%<\/a>, bringing its position to $709.5 million.\u00a0<\/p>\n<p><strong>Nu Holdings: LATAM\u2019s Next Financial Frontier<\/strong><br \/>\nNU Stock Forecast Today12-Month Stock Price Forecast:<br \/>$17.06<br \/>4.82% UpsideModerate Buy<br \/>Based on 12 Analyst Ratings<\/p>\n<tr class=\"border-bottom\">Current Price<\/p>\n<td class=\"text-right\">$16.28<\/td>\n<\/tr>\n<tr class=\"border-bottom\">High Forecast<\/p>\n<td class=\"text-right\">$19.00<\/td>\n<\/tr>\n<tr class=\"border-bottom\">Average Forecast<\/p>\n<td class=\"text-right\">$17.06<\/td>\n<\/tr>\n<tr>Low Forecast<\/p>\n<td class=\"text-right\">$15.60<\/td>\n<\/tr>\n<p><a class=\"my-2 float-right upper-link no-underline\" href=\"https:\/\/www.marketbeat.com\/stocks\/NYSE\/NU\/forecast\/\" rel=\"nofollow noopener\" target=\"_blank\">NU Stock Forecast Details<\/a><\/p>\n<p>The United States\u2019 success in fintech has served as a blueprint, and Nu Holdings is executing it exceptionally well in emerging markets.<\/p>\n<p>The company offers tech-driven banking solutions to a fast-growing middle class through its part traditional bank, part fintech model. This hybird approach makes it uniquely positioned to capture regional growth, and why this company is quickly becoming a financial leader in Brazil.\u00a0<\/p>\n<p>What&#8217;s fueling the bullish price action? One reason is that Nu&#8217;s\u00a0<a href=\"https:\/\/www.marketbeat.com\/stocks\/NYSE\/NU\/earnings\/\" rel=\"nofollow noopener\" target=\"_blank\">earnings denominated in the Brazilian real<\/a>, which is now strengthening against the dollar. Nu could outperform Wall Street expectations, fueling bullish price action. At a $77 billion market cap, it still has meaningful upside compared to peers like\u00a0<a href=\"https:\/\/www.marketbeat.com\/stocks\/NASDAQ\/HOOD\/\" target=\"_new\" rel=\"noopener nofollow\">Robinhood Markets Inc. NASDAQ: HOOD<\/a>, which once topped $107.7 billion. Because of this, many think that Nu could actually <a href=\"https:\/\/www.marketbeat.com\/stocks\/NYSE\/NU\/forecast\/\" rel=\"nofollow noopener\" target=\"_blank\">exceed Wall Street expections<\/a>.<\/p>\n<p>Before you consider Alibaba Group, you&#8217;ll want to hear this.<\/p>\n<p>MarketBeat keeps track of Wall Street&#8217;s top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the <a href=\"https:\/\/www.marketbeat.com\/newsletter\/PDFoffer.aspx?offer=top5&amp;RegistrationCode=ArticlePage-ShouldYouInvest\" rel=\"nofollow noopener\" target=\"_blank\">five stocks<\/a> that top analysts are quietly whispering to their clients to buy now before the broader market catches on&#8230; and Alibaba Group wasn&#8217;t on the list.<\/p>\n<p>While Alibaba Group currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.<\/p>\n<p><a class=\"btn btn-featured\" style=\"text-decoration:none\" href=\"https:\/\/www.marketbeat.com\/newsletter\/PDFoffer.aspx?offer=top5&amp;RegistrationCode=ArticlePage-ShouldYouInvest\" rel=\"nofollow noopener\" target=\"_blank\">View The Five Stocks Here <\/a><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"209\" width=\"170\" src=\"https:\/\/www.europesays.com\/ie\/wp-content\/uploads\/2025\/09\/small_20241010132539_reportpreview2024-10-gold-stocks-cover.png\" class=\"mt-2 position-relative\" style=\"max-width:100%;height:auto;z-index:1;margin-top:-0.75em!important;\" alt=\"Analysts Agree\u2014These Gold Picks Outshine the Rest Cover\"\/><\/p>\n<p class=\"font-small mb-2\" style=\"line-height:1.3em;\">Unlock the timeless value of gold with our exclusive 2025 Gold Forecasting Report. Explore why gold remains the ultimate investment for safeguarding wealth against inflation, economic shifts, and global uncertainties. Whether you&#8217;re planning for future generations or seeking a reliable asset in turbulent times, this report is your essential guide to making informed decisions.<\/p>\n<p><a class=\"upper-link\" style=\"text-decoration:none; color:var(--blue); font-size:1rem;\" href=\"https:\/\/marketbeat.com\/newsletter\/pdfoffer.aspx?offer=gold&amp;RegistrationCode=ArticlePage-FreeReport\" rel=\"nofollow noopener\" target=\"_blank\">Get This Free Report<\/a><\/p>\n<p>Like this article? Share it with a colleague.<\/p>\n<p>                    <a title=\"Share on Facebook\" href=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https:\/\/www.marketbeat.com\/stock-ideas\/can-a-weaker-dollar-push-these-emerging-market-names-higher\/\" target=\"_blank\" rel=\"nofollow noopener\" class=\"btn btn-share\"><\/a><a title=\"Share on Twitter\" href=\"https:\/\/twitter.com\/intent\/tweet?text=How+The+Weak+Dollar+Is+Fueling+These+Global+Stock+Surges%20%24BABA%20%23BABA%20https:\/\/www.marketbeat.com\/stock-ideas\/can-a-weaker-dollar-push-these-emerging-market-names-higher\/\" target=\"_blank\" rel=\"nofollow noopener\" class=\"btn btn-share\"><\/a><a title=\"Share on LinkedIn\" onclick=\"window.open(&#039;https:\/\/www.linkedin.com\/cws\/share?mini=true&amp;url=https:\/\/www.marketbeat.com\/stock-ideas\/can-a-weaker-dollar-push-these-emerging-market-names-higher\/&#039;, &#039;name&#039;,&#039;width=600,height=600&#039;)\" href=\"https:\/\/www.linkedin.com\/cws\/share?mini=true&amp;url=https:\/\/www.marketbeat.com\/stock-ideas\/can-a-weaker-dollar-push-these-emerging-market-names-higher\/\" target=\"popup\" rel=\"nofollow noopener\" class=\"btn btn-share\"><\/a><a title=\"Share on StockTwits\" href=\"https:\/\/api.stocktwits.com\/widgets\/share?via=MarketBeat&amp;body=How+The+Weak+Dollar+Is+Fueling+These+Global+Stock+Surges%20https:\/\/www.marketbeat.com\/stock-ideas\/can-a-weaker-dollar-push-these-emerging-market-names-higher\/\" target=\"_blank\" rel=\"nofollow noopener\" class=\"btn btn-share\"><\/a><a title=\"Print this page\" href=\"https:\/\/www.marketbeat.com\/stock-ideas\/can-a-weaker-dollar-push-these-emerging-market-names-higher\/javascript:window.print()\" class=\"btn btn-share\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a title=\"Email this page\" href=\"mailto:?subject=How%20The%20Weak%20Dollar%20Is%20Fueling%20These%20Global%20Stock%20Surges&amp;body=Check%20out%20this%20stock%3A%20https:\/\/www.marketbeat.com\/stock-ideas\/can-a-weaker-dollar-push-these-emerging-market-names-higher\/%0D%0A%0D%0AFor%20real-time%20financial%20news%20and%20analysis%2C%20visit%20https%3A%2F%2Fwww.marketbeat.com%2F%20.\" class=\"btn btn-share\"><\/a><a title=\"Copy the URL of this page to the clipboard\" href=\"https:\/\/www.marketbeat.com\/stock-ideas\/can-a-weaker-dollar-push-these-emerging-market-names-higher\/\" class=\"btn btn-share shareCopy\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/p>\n<p>Link copied to clipboard.<\/p>\n<p>                <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"No investor should underestimate the power of intermarket connections. Investors often focus on single markets in isolation, but&hellip;\n","protected":false},"author":2,"featured_media":79644,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[175],"tags":[8472,79,18,19,17,188,53519,53518,292,45624],"class_list":{"0":"post-79643","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets","8":"tag-alibaba","9":"tag-business","10":"tag-eire","11":"tag-ie","12":"tag-ireland","13":"tag-markets","14":"tag-mercadolibre","15":"tag-nu","16":"tag-nvidia","17":"tag-robinhood"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/79643","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=79643"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/79643\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/79644"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=79643"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=79643"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=79643"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}