China Tech Market Growing Strongly: Sanford C. Bernstein’s Dai

The video discusses the competitive landscape of tech stocks in China, highlighting the growth of the market despite ongoing competition. It compares the recovery of e-commerce and online services post-COVID-19, noting the shift in consumer behavior. The performance of Alibaba is analyzed, with a focus on its competition with JD and Pinduoduo. The potential impact of Ant Financial's IPO on Alibaba's valuation is also explored.

In what ways has the e-commerce sector in China shown growth post-COVID-19?

What potential impact could the Ant Financial IPO have on Alibaba's market valuation?