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.
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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
