Alibaba has unbeatable infrastructure and is neck in neck with Amazon in financial services, cloud, payments, food and e-commerce. But Alibaba surpasses in browsing, lifestyle, SME lending, public apps & its awesome integrated PRC apps which it is simply inserting into Paytm. Read the full article below: Amazon, Alibaba, Walmart & Tencent in India: Turning payments into lifestyle companies
Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
Philosophy
The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more