FT News Briefing
Jack Ma’s AI comeback
Mar 18, 2025
Vladimir Putin has opened doors for Western investors to disengage from Russian securities, revealing mixed outcomes for company valuations. Regulatory scrutiny tightens with a notable ban on a hedge fund founder. Meanwhile, Jack Ma has engineered a comeback for Alibaba through a bold shift towards artificial intelligence, capitalizing on the AI boom and revitalizing investor confidence. This strategic shift not only marks a potential reconciliation with the Chinese government but also positions Alibaba as a key player in the tech landscape.
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Quick takeaways
- An FT analysis reveals that U.S. listings primarily enhance liquidity for larger European firms, leaving smaller companies struggling for visibility.
- Jack Ma's strategic pivot to artificial intelligence has revitalized Alibaba, reflecting investor optimism amid a broader recovery in Chinese technology.
Deep dives
The Impact of U.S. Listings on European Companies
Many European companies have pursued secondary listings on the U.S. stock market, believing it would enhance their valuations and liquidity. However, a recent analysis of twelve companies that made this move since 2016 reveals that this assumption is overly simplistic. While two-thirds of the companies experienced improved liquidity after their U.S. listings, the benefits were more pronounced for larger firms with market capitalizations over $10 billion. Smaller companies often struggled to capture investor interest, suggesting that the advantages of U.S. listings do not apply universally and depend significantly on company size and recognition.
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