Category Archives: Alibaba

Chinese football needs youth, no foreign players or coaches – Rowan Simons

Alibaba´s purchase of Guangdong´s Evergrande has put football again on the agenda. Football expert Rowan Simons tells the Economist China´s football needs to spend more on its youth in stead of buying foreign players and coaches. Evergrande did so already.

Why women drive China´s e-commerce – Wei Gu

China´s women are the driving force in the country´s e-commerce, explains WSJ´s wealth editor Wei Gu. 75% of the online consumers are already women, and they are good for 90% of the revenue. One of the reasons: women earn better than men.

Who is auditing Alibaba? – Paul Gillis

PWC is auditing Alibaba, but – writes accounting professor Paul Gillis at his weblog – it is very unclear whether the Hong Kong or the mainland offfice of PWC is doing the legwork. Officially it is the Hong Kong office, but Gillis has its doubts, and that might matter to the investors.

Risks and challenges of the Alibaba IPO – Ben Cavender

After Alibaba filed this week its paperwork for its upcoming IPO. Business analyst Ben Cavender looks at its great profitability, but also risk from competition in e-commerce and fear for pressure fro the big Chinese banks.

Alibaba sets VIE golden standard – Paul Gillis

VIE structures are highly scrutinized and Beida professor Paul Gillis is fighting those structures via the Cayman Islands and other tax havens, although they need economic reforms to be iradicated. On his accounting website he looks at the IPO document Alibaba had to file and awards them the golden VIE standard.

Why Sina weibo´s valuation is too high – Shaun Rein

Sina´s weibo is preparing for an IPO, but business analyst Shaun Rein feels that their valuation is way too high, he tells at Bloomberg TV. Weibo is not longer the hot company it used to be, after a government crackdown and competition by WeChat.

Alibaba: great numbers, despite growing competition – Shaun Rein

Alibaba´s IPO is nearing, and their latest figures are great, tells business analyst Shaun Rein at Bloomberg TV, boosting even Yahoo´s results. But competition in China by Tencent is growing, making Alibaba not the only player in the country´s e-commerce.

The Singapore solution for China´s stock woes – Paul Gillis

Getting listed is notorious difficult for Chinese companies, because getting permissions in mainland China is tough. But there is hope, writes professor Paul Gillis in the Wall Street Journal, as regulators in China and Singapore recently signed an agreement to let private companies list directly. Now such an agreement is needed between China and the US.

Alibaba feels the heat of Tencent – Shaun Rein

“Jack Ma looks desperate right now,” says business analyst Shaun Rein at the BBC about the founder and chairman of the Alibaba Group. Alibaba has announced its IPO, but feels the breath of its major competitor Tencent coming from behind.

Why P2P lending might cause trouble – Sara Hsu

With large companies like Alibaba and Baidu entering the financial industry, P2P lending has become a major issue in China, as common bank loans are hard to get. But there are huge risks involved, writes financial analyst Sara Hsu in The Diplomat, as the new ventures lack essential transparency.