tag:blogger.com,1999:blog-816559531110064247.post1314420159167080584..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: The Pettis China "long landing" hits an air pocketCam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-816559531110064247.post-64824206885130140302014-09-08T15:52:03.342-07:002014-09-08T15:52:03.342-07:00To the extent that Alibaba is a consumer oriented ...To the extent that Alibaba is a consumer oriented company, it should be better insulated from any collapse in China.<br /><br />As for the other question from Anonymous, I will leave you a quote from the latest Howard Marks commentary on risk:<br /><br />The future should be not be viewed as a fixed outcome that`s destined to happen and capable of being predicted, but as a range of possibilities and, hopefully on the basis of insight into their respective likelihoods, as a probability distribution.<br /><br />My post just indicated a shift in the probability distribution.<br /><br /><br />Cam Hui, CFAhttps://www.blogger.com/profile/09672203690656029787noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-86105165178921204092014-09-08T15:42:06.056-07:002014-09-08T15:42:06.056-07:00I know you don't comment on individual stocks,...I know you don't comment on individual stocks, but could you make an exception (just this one time).<br /><br />I would love to hear your thoughts on the Chinese economy by reviewing the Alibaba IPO video (available through Retail Roadshow website).<br /><br />I have a hard time reconciling the soft landing or hard landing bearish China scenarios after hearing all the growth prospects oming from all aspects of the Chinese economy (e.g., wholesale trade, retail commerce, logistics buildout, service sector, small merchants, electronic payments, mobile advertising, location based services, etc, etc). <br /><br />Alibaba Group in China is equivalent to combining US market players like Ebay, Amazon, TripAdvisor, Groupon, Salesforce.com, Paypal, Square, Yelp, Visa, UPS / FedEx, etc, and all the metrics are growing strongly, so how can China "collapse" anytime soon?WimpyInvestorhttps://www.blogger.com/profile/18148362644880449393noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-50659343133583361742014-09-06T12:19:05.852-07:002014-09-06T12:19:05.852-07:00So what do YOU think? That China will have a tough...So what do YOU think? That China will have a tough time or get through it.Anonymousnoreply@blogger.com