China E-Commerce Firms' Results to Beat Expectations, Lotus Capital Says

The transcript discusses Alibaba's performance amidst a challenging Chinese market, highlighting its strategic moves and international expansion. Despite slow revenue growth, the company is optimistic about future prospects, particularly in cloud computing and international markets. The economic outlook for China is uncertain, but consumer resilience is expected to support growth. The transcript also touches on the impact of trade wars and tax cuts on the retail sector.

What factors are contributing to the expectation that the worst is behind Alibaba?

How is Alibaba's core commerce business performing compared to its new businesses?

What impact do trade wars and business confidence issues have on the business sector?

What are the two reasons mentioned for the resilience of the consumer sector in 2019?

What is the expectation for the retail picture in 2019 compared to 2018?