Alibaba’s Future In China $BABA [SGO 32 with Chi Keng]

We did a deep dive into Alibaba ($BABA) previously (https://spoti.fi/38SvJ3m) and we are going to look at this company again! Many people love using Alibaba but it’s a different story with the PRC government. What’s the general situation in China now? What are Alibaba’s main business units and its potential drivers going ahead?

Our guest today is Chi Keng, a self-proclaimed Alibaba evangelist (https://bit.ly/3JI3AJ3). SGO Host Anthony will challenge his opinion in this episode and through their discussion, you’ll be able to broaden the available perspectives out there and understand the company better. 

00:00 - Introduction
01:22 - Guest introduction: Chi Keng
03:15 - What’s the difference between buying $BABA in US & in Hong Kong?
04:07 - Alibaba’s e-commerce business
06:29 - What caused Alibaba’s slower growth in China?
08:59 - Is Alibaba still a leader in the e-commerce space?
14:12 - Alibaba’s international e-commerce business
16:38 - Do you shop at Lazada or Shopee?
20:21 - Alibaba & drop shipping
21:20 - How is Alibaba Cloud doing?
25:14 - Alibaba engaging in anti-competitive conduct?
27:32 - The US vs China power struggle: does it matter when buying Chinese companies?
31:55 - Alibaba’s current challenges in China
35:00 - Regulatory cycles in China & what investors should look out for

Get our show notes at https://thefinancialcoconut.com/sgo32

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