Alibaba Faces Supply Chain Exposure Risk Ahead of Earnings, Says EMQQ Founder

The video discusses the impact of the coronavirus on e-commerce in China, highlighting both positive and negative effects. It addresses supply chain and demand risks for Alibaba, noting potential declines in non-essential spending. The growth in emerging markets is explored, emphasizing the role of digital adoption. The video also covers the future outlook for Alibaba's cloud and fintech sectors, predicting significant growth.

What is one of the main risks for Alibaba due to the coronavirus outbreak?

• Increased competition

• Supply chain disruptions

• Higher taxes

• New government regulations

How does the growth rate of e-commerce in emerging markets compare to that in developed markets?

• It is declining in both.

• It is faster in emerging markets.

• It is about the same in both.

• It is slower in emerging markets.

What is a significant factor contributing to the growth of digital consumers in emerging markets?

• More physical retail stores

• Increased government subsidies

• Availability of affordable smartphones

• Higher literacy rates

What is the expected growth rate of Alibaba's cloud business?

• 50%

• 10%

• 25%

• 75%

What is the estimated valuation of Alibaba's fintech business, Alipay?

• $200 billion

• $100 billion

• $150 billion

• $50 billion