- Alibaba has reported strong growth rates in its international commerce segment in recent quarters.
- It is doubling down in Southeast Asia where it owns major e-commerce player, Lazada and Tokopedia.
- The e-commerce market size in Southeast Asia is quite big with a competitor like Sea Limited hitting a market cap of close to $200 billion.
- Alibaba has an upper hand in this region because of its ability to absorb losses over the long term compared to other players.
- Alibaba's diversification of revenues outside China should lower the regulatory headwind faced by the company.
For further details see:
Alibaba: Look Beyond China