11.11 Singles Day & China eCommerce Plays

X-post to NPI board where I have commented on China ecommerce players following the 11.11 event. I know some are interested but most are not so I posted it over on NPI. For those interested feel free to click across.


(I also comment on Ali Baba beyond simply the 11.11 coverage and in particular reflect on its interest in Paytm in India and what that represents potentially following my recent visit there.)