- 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.
For further details see:
Forget The Geopolitical Risks, Alibaba's Growth Is Visible