There has been too much negativity about Alibaba, says business analyst Shaun Rein to Bloomberg. While commodities like steel and coal have a hard time, consumer spending it going up in the 3-4th tier cities, and Alibaba will profit from it, even more than competitor JD.com.
Shaun Rein will be spending much of the month July at the US east cost. If you want to have him as a speaker, without paying for his return trip from Shanghai, do get in touch.
Are you looking for more speakers on e-commerce in China? Do check out this list.