Why AlphaOne's Niles is Bullish on Chinese E-Commerce

The video discusses the potential of Chinese equities, highlighting the growth in internet users and e-commerce compared to the US. It emphasizes the strength of China's e-commerce market, led by Alibaba, and the potential in the gaming sector due to regulatory changes. The video concludes with insights into market trends, suggesting that Chinese internet stocks may offer significant investment opportunities as they recover from recent declines.

What percentage of China's population is currently online, and how does it compare to the US?

• 80% in China, 70% in the US

• 70% in China, 80% in the US

• 96% in China, 55% in the US

• 55% in China, 96% in the US

How many new internet users does China gain each year?

• 20 million

• 50 million

• 30 million

• 40 million

What is the approximate size of China's e-commerce market?

• 800 billion

• 670 billion

• 340 billion

• 500 billion

Which company is highlighted as the biggest in China's e-commerce sector?

• JD.com

• Tencent

• Alibaba

• Baidu

What is the expected trend for the Chinese gaming industry next year?

• Moderate growth with limited new games

• Decline due to regulatory issues

• Stagnation with no growth

• Strong growth as regulatory approvals resume