PDD - Forget The Geopolitical Risks Alibaba's Growth Is Visible

• BABA is stuck in the midst of increasingly challenging regulatory oversight in tech and could see more downside from recent initiatives.
• However, these risks have all been detailed in company filings and should not come as a surprise.
• Even so, BABA has not yet seen any impacts on operations, unlike DiDi and the for-profit tutoring sectors.
• Growth remains intact and has multiple different drivers ahead, but that growth could bring a more watchful eye from regulators due to the sheer size of BABA.

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