Financial sector veteran, KT Capital Group

Fern Wang

Extensive experience in the financial market covering multiple sectors and products in Moody's, BoA, and Barclays, and a fintech company in China. Work experiences covered Hong Kong, Shanghai and New York.  Last position was a Director at S&P covering financial institutions.

Financial sector veteran

Alibaba Group Holdings: EM Fund Positioning Update

Ant Buyback, a Painful Reality for Its Investors or Not, Depending When You Enter

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<ul>
<li>Investor confidence toward the Chinese tech sector remains fragile after the government crackdown, and Alibaba Group was particularly hard hit due to Jack Ma's previous conflicts with Chinese regulators.</li>
<li>Growth of its main eCommerce business is in question given the softening Chinese economy and intense competitions. Additionally, the growth of its cloud computing unit is also slowing down. </li>
<li>China's stock market stabilization fund is not likely to benefit Alibaba directly as it will be used to buy onshore stocks only. </li>
</ul>


Investor confidence toward the Chinese tech sector remains fragile after the government crackdown, and Alibaba Group was particularly hard hit due to Jack Ma's previous conflicts with Chinese regulators.
Growth of its main eCommerce business is in question given the softening Chinese economy and intense competitions. Additionally, the growth of its cloud computing unit is also slowing down. 
China's stock market stabilization fund is not likely to benefit Alibaba directly as it will be used to buy onshore stocks only. 


Alibaba's Share Prices Are Lacking Further Catalysts After Jack Ma and Joe Tsai's Stock Acquisition