- China's Evergrande Group is facing imminent default.
- This has investors worried about whether other Chinese companies may find themselves in the same boat.
- Alibaba stock has been sliding along with ever-worsening news about Evergrande.
- Alibaba faces its own issues as the result of the Chinese government's actions, but is not at risk because of the Evergrande situation.
- In this article, I develop a bullish thesis on Alibaba, arguing that it is well positioned to thrive in the years ahead.
For further details see:
Alibaba Is Well Insulated From Evergrande Fallout