The Positives of Alibaba's New CEO

Jack Ma is still the spiritual leader of Alibaba. He's really been stepping back from the limelight, and there was a lot of speculation before about whether or not he could return to China. We're seeing more signs from regulators that they want the big tech companies, Tencent Alibaba, by doing the rest, to help them resuscitate what's really a flagging economy at the moment. So big is okay now. But we will see them slightly be unshackled to be able to pursue sort of tech sectors that Beijing sees as its primary priorities strategically. In AI, cloud, computing, chips, these are all strategic areas they need to compete with the US.