What to Look for in Alibaba and Tencent Earnings

The video discusses Hong Kong's financial strategy, emphasizing its sufficient cash reserves and investment diversification to mitigate risks from US-China trade disputes. It analyzes Alibaba's earnings, focusing on GMV growth and cost management, and evaluates Tencent's revenue drivers, highlighting challenges in gaming and advertising. The video also explores Tencent's cloud strategy and new business initiatives, noting the fragmented market and the need for sector-specific approaches.

What is the significance of GMV growth for Alibaba?

What is the expected number of games to be approved this year compared to two years ago?

What are the potential new business areas for Tencent mentioned in the discussion?