Ep. 779: Ming Zeng Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
00:00
The Future of Alibaba
Will there come a time where the average consumer in America or Europe start to think of Alibaba as something that they want to use? I will not comment on company strategy per se, but if we look at the bigger picture, US or European customers have been very fortunate to enjoy a very high level of service for a long time. And they are still enjoying great service today. Also, the US market is also very competitive. The service level in the US is still improving. Unless newcomers, whoever that is, can offer way better service in the US market, it's very hard for them to establish their foot hold in the US. But one purpose of this book is to point out even the
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