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Re: Barron's on the China's
blow to Alibaba
I want to underline and stress that Alibaba is in uncharted
territory. While I am optimistic that Alibaba will eventually make
the case that Ma has moved on and is no longer an executive at the
company, Alibaba is dealing with an autocratic government which has
been offended by Ma's comments in a speech he gave in
October. It is tough to know how "offended" Xi Jinpin is and
how far he intends to take his case agaisnt Ma and by extension,
the companies where the majority if his weath is derived from.
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