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$Alibaba(09988)$

It’s clear that investors are panicking and in my view have overplayed the political risks by overselling BABA, I could be wrong. However, there are two factors that I think are very encouraging;-

1) The value proposition for BABA is now exceptional;

2) The Chinese have made it clear they have no intention of forcing a delisting.

Even if the SEC rules force a delisting in 3 years there will have been a fundamental change in the value of BABA, I believe to the upside, by then.

The stock will still trade in HK.

As an investor I think any future political issues are priced in and with a very strong business model and moat BABA has a lot more medium term upside than downside.