Alibaba’s cloud business is increasingly spreading into the Far East to 3.3 bn people. It is the foundation of new retail, SME, entertainment, payments, logistics, and social media. It has awesome first mover advantage.
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