as one, investors would have to believe that the e-commerce giant's growth will be in the single digits, said Choraria of SC Asia.
Choraria said Alibaba's growth is healthy, well in the double digits for its e-commerce and cloud-computing businesses. "If Alibaba generates the type of cash that it is [making], it's not a value trap at these levels. Now, if it's … only at low single digits, it's going to turn out to be a value trap," he said.
"As a fund manager, I'm betting on Alibaba," he said. "I like the odds with Alibaba for the next 5 to 10 years," noting, however, he has "no idea about the short term."
Let’s goo.
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