Alibaba does looks cheap, with a PE ratio of 15, and probably likely to grow faster than the S&P 500.
However, I am not sure why the market would be wrong about the risks of delisting, regulation and instability in China.
I think one not obious advantage with Alibaba is that it’s one of the strongest AI companies in China, and China is investing a lot in AI, and might (not sure how likely) become the biggest player in AI globally.
Alibaba does looks cheap, with a PE ratio of 15, and probably likely to grow faster than the S&P 500.
However, I am not sure why the market would be wrong about the risks of delisting, regulation and instability in China.
I think one not obious advantage with Alibaba is that it’s one of the strongest AI companies in China, and China is investing a lot in AI, and might (not sure how likely) become the biggest player in AI globally.