What are the anticipated operating profit margins for Alibaba in the medium term?
Breaking Down Alibaba’s 3Q Earnings
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The transcript discusses the recent profit warnings from Chinese companies, focusing on Alibaba's strong business model and credit rating. Despite slower growth rates, Alibaba remains robust in its market. The conversation also covers the foreign debt exposure of major Chinese companies like Alibaba, Baidu, and Tencent, highlighting that their strong cash generation mitigates currency risks.
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Discuss the implications of foreign debt exposure for Alibaba as mentioned in the text.
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