Alibaba Platform 'Very Strong,' Shares Have Upside, Kim Eng Says

The video discusses the impact of US-China trade tensions on stocks, particularly Alibaba. It explores margin pressures from new investments, revenue growth, and core commerce slowdown. The competition Alibaba faces, especially from JD and niche markets, is analyzed. The video also covers the food delivery market's profitability and data analytics benefits. Finally, it evaluates current investment sentiment and stock valuation, suggesting Alibaba's potential upside.

Discuss the implications of the consumption downgrade narrative in China for companies like Alibaba.

What strategies do you think Alibaba should adopt to maintain its competitive edge in the market?