The year 2025 confirmed a phenomenon that had been silently brewing: The center of financial power is moving outside the United States. While Wall Street is going through a year of increased caution, Asia and the Middle East They concentrate the strongest growth on the planet.
The five most valuable non-American companies in the world are Alibaba, Samsung, Tencent, Taiwan Semiconductor Corporation (TSMC) and Saudi Aramco. Together they add up to capital letters greater than 4 trillion dollars They represent the new global economic power.
According to market estimates. Alibaba sees more than 100% upside in 2025, Samsung rises more than 70%, Tencent gains more than 50%, TSMC expands more than 40%And only Aramco It shows a slight decline, although it is still the most valuable outside the United States.
International banks such as JP Morgan, Morgan Stanley, and Bank of America We agree that the next decade will be dominated by the stock market Asian technology, semiconductors and energy in the Middle East. For Argentine investors, these giants are not a distant dream: They can be purchased from the local stock market through CEDEARsin pesos or dollars, with exchange coverage.
Alibaba: The triumphant return of the Chinese giant
Giant Alibaba He shone again in 2025 with A.J rise above 100% per annum. After two years of punishment under China’s regulations, the company managed to do so Revitalize online consumption, restore margins and expand your AI business.
Analysts JP Morgan and Goldman Sachs Highlighting that the Chinese government’s new approach to technology has boosted A Organizational normalization stageWhich restored confidence to investors.
Alibaba positions itself as Great thermometer for Asian consumption. Its AliExpress, Taobao and Tmall platforms have fueled a rebound in e-commerce, while its cloud division is growing by double digits annually. In addition, the company is developing artificial intelligence solutions applied to logistics and digital payments.
From Buenos Aires, you can arrive Alibaba through CEDEAR BABAThis replicates international action. Its price reflects both the world price and the financial exchange rate, providing a Double advantage: exposure to Chinese growth and hedging against the dollar.
Samsung: Korean chip and technology giant
Samsung Electronicsthe pride of South Korea, is today one of the most powerful companies on the planet. In 2025, its actions rises more than 70% Thanks to the global rise of Artificial intelligence and semiconductors.
According to reports from Morgan StanleySamsung is a major beneficiary of global AI spending, producing high-capacity chips for giants such as Nvidia, Microsoft and Amazon. for him Memory works Prices and margins rebounded, pushing profits to record levels.
In addition to being a benchmark in mobile and TV technology, Samsung leads the manufacturing of next-generation processors, a key sector for expanding high-performance computing. Banks estimate that Operating profits could grow by another 20% in 2026.
Argentines can share in this prosperity by He will manage the SSNLFWhich is traded on the local stock exchange. It is a form of Invest in the heart of global technological development without leaving the country.
Tencent: The super app that conquered China
In third place is Tencent Holdingspool company Social networking, artificial intelligence, video games, financial services and digital advertising. Your role is rising more than 50% In 2025, driven by the return of consumption in China and the expansion of its digital ecosystem.
With more than one billion active users on its platform WeChatTencent has established itself as The most complete super app on the planet: It allows you to chat, pay, invest, buy and even order transportation without leaving a single app.
Analysts Bank of America They highlight that its diversified revenue model and stable margins position it as one of the technology companies with the best profitability profile in Asia. In addition, its cloud division and investment in artificial intelligence are opening new business lines in the medium term.
In Argentina, investors can access through… He will manage your appetitewhich allows you to participate in China’s digital growth from the Buenos Aires Stock Exchange, with Prices adjusted to fiscal dollars.
TSMC: Chip Factory of the Future
In fourth place appears Taiwan Semiconductor Manufacturing Company (TSMC)the company that literally The brain creates artificial intelligence. It supplies chips to companies such as Apple, Nvidia, AMD, and Qualcomm, and is considered… The most important foundry on the planet.
In 2025, its shares will rise more than 40%driven by growing demand for semiconductors for artificial intelligence, data centers and mobile devices. to JP MorganTSMC is “the great, invisible engine of the global technology boom.”
Its dominance in the industry is so great that it controls more than 60% of global advanced chip productionThis is a feature that no competitor has been able to match. Moreover, its operating profitability exceeds 40%, an enviable margin even by Silicon Valley standards.
From Argentina, you can invest in TSMC through TSM will managean ideal choice for those seeking direct exposure to the most profitable businesses of this century: artificial intelligence.
Saudi Aramco: The Energy Queen That Still Reigns
The first position in this ranking is maintained by Saudi Aramcothe Saudi state oil company and the most valuable non-American company in the world. Despite his actions It decreases slightly in 2025The capitalization remains close to $1.8 trillion.
Analysts Goldman Sachs and Bank of America They confirm that Aramco still does A cash generating machinewith a return on capital that exceeds almost all international oil companies. Its annual profits remain among the highest on the planet.
The company is also the pillar of the ambitious economic plan Vision 2030Through which the Kingdom of Saudi Arabia seeks to diversify its production matrix towards renewable energy, tourism and technology. This state policy ensures long-term financial support and stability.
Although There is no direct CEDEAR from AramcoIts performance can be accessed through International mutual funds or ETFs Which includes shares of major international oil companies, available from Argentine brokers.
How to invest from Argentina in giant international companies
For those who are searching Invest in dollars without leaving the countrythe Cedars They are the most effective tool. Each certificate represents a small portion of the stock listed abroad and can be purchased on the website Buenos Aires Stock Exchange (BYMA) In pesos or dollars.
These tools allow Dollarization of savings and access to global companies With natural hedging of the financial exchange rate. In the case of the powers mentioned, the most requested are: Baba (Alibaba), SSNLF (Samsung), TCEHY (Tencent) and TSM (TSMC).
The procedure is simple: open a Customer account On an exchange company (ALyC), fund it and place the required CEDEAR order. Furthermore, the dividends paid by these companies are recorded In dollars.
For those who prefer diversification, there is International funds and ETFs Which mimic global indices, such as MSCI Asia Ex USA or MSCI Emerging Markets, as these companies have a strong weight.
A new map of economic power
progress Asia and the Middle East It shows that global financial dominance is no longer limited to the United States. Giants Alibaba, Samsung, Tencent, TSMC, and Saudi Aramco Today it is a symbol of structural change: global wealth is being distributed and growth poles are multiplying.
Reports of major global banks predict leadership in innovation, production and energy It will pass through these areas over the next decade. Its weight in the markets is increasing and its business continues to attract capital from all over the world.
For Argentina, this trend opens an unprecedented opportunity: Invest with dollars in companies that determine the future of the global economyfrom a simple local account. It is the most direct way to participate in the New World Course without crossing borders.
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