What Worries Me About Alibaba Long-Term (96)

This week’s podcast is about the recent political issues around China tech and Alibaba in particular.

You can listen to this podcast here or at iTunes and Google Podcasts.

——

Related articles:

• Can Foodpanda / Delivery Hero Get to Profitable Scale in On-Demand Food? (Asia Tech Strategy – Daily Lesson / Update)
• Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Services? (Jeff’s Asia Tech Class – Podcast 22)

From the Concept Library, concepts for this article are:

• Role of the State
• Uncertainty Investing Approaches

From the Company Library, companies for this article are:

• Alibaba

———

I write and speak about digital China and Asia’s latest tech trends.

I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

Support the show