What Do You Look for in Alibaba?

Jang: I think that Alibaba is a, it tracks liquidity in the Chinese economy more than anything else and also responds to political issues. They don't even tell us the breakdown of product sales on their platform, right? Yeah. Why? Because, you know, they'd have to tell us, Oh, well, actually commerce is just like 10%. We'll never know. Jang: Once the capital flows really reverse and the market starts to crash, then obviously things will be different. In the long run, we're all dead, right?Yeah. Sometimes between now and then. But what do you think happens to Alibaba? It's way too late for it to emerge as