Alibaba’s cloud business is increasingly spreading into the Far East to 3.3 bn people. It is the foundation of new retail, SME, entertainment, payments, logistics, and social media. It has awesome first mover advantage.
China is universally hated, despised, trashed. No one owns it. There is a large structural short in China. There are China bear funds all over...
About Paul Schulte
Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more