Fundamentals
$BABA-SW(09988.HK$
pro: Everyone agree it’s a good business. Everyone agree it has great potential for growth.
con: Some think that it’s has systemic risk when it comes to corporate governance control by the Chinese government. Some even go to the extend to say that the Chinese government wants to bring these businesses down.
Conclusion: I am more inclined to buy the fear based solely on business data and business results. The Chinese government may be strong headed and show little tolerance for bad business practices which may affect the economy or national security. didn’t we complain about shadow banking for years? didn’t we complain about not enough data protection? so now we punish them for putting things right. Unbelievable reaction. Besides, Chinese are born businessmen. we know what’s good and bad business. We know how to strike a balance. The Chinese government is no exception. we worship the God of Fortune . Understand?
pro: Everyone agree it’s a good business. Everyone agree it has great potential for growth.
con: Some think that it’s has systemic risk when it comes to corporate governance control by the Chinese government. Some even go to the extend to say that the Chinese government wants to bring these businesses down.
Conclusion: I am more inclined to buy the fear based solely on business data and business results. The Chinese government may be strong headed and show little tolerance for bad business practices which may affect the economy or national security. didn’t we complain about shadow banking for years? didn’t we complain about not enough data protection? so now we punish them for putting things right. Unbelievable reaction. Besides, Chinese are born businessmen. we know what’s good and bad business. We know how to strike a balance. The Chinese government is no exception. we worship the God of Fortune . Understand?
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Gggggggggggggggggggg : I just sold my condo and all in BABA!
丁蟹NA : chinese gov benefits nothing from killing it. I dont think they are stupid. just being presented in such a bad way.
CallmejesseOP 丁蟹NA: Fomo is our god of fortune.