Alibaba Valuation May Be Too Conservative: Hong

The transcript discusses the size and risks of Alibaba's IPO, focusing on the VIE structure used to bypass Chinese regulations. It highlights Alibaba's valuation strategy, growth potential, and market focus, emphasizing its dominance in the Chinese e-commerce market. The relationship with the Chinese government and future prospects are explored, along with the potential for share price growth and investor interest.

What are the potential growth opportunities for Alibaba outside of China?

In what ways has Alibaba been insulated from foreign competition in China?

How does the Chinese government view Alibaba and its role in the economy?