Long-Term Outlook for China Remains Intact: Franklin Templeton’s Lai

The video discusses a long-term investment strategy focusing on sustainable earnings in industries like healthcare and technology. It highlights recent portfolio adjustments during market fluctuations and examines the future of major holdings Tencent and Alibaba post-pandemic. The discussion includes potential market re-evaluations and the companies' ability to manage crises and leverage current situations for growth.

What compelling story does the speaker mention regarding Alibaba's domestic narrative?

In what way are international investors showing interest in Alibaba according to the speaker?