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BABAPDDBALANCEDSubstantive discussion · 3/5

China consumer tech offers growth amid ferocious competition

The guest argued that Chinese consumer tech companies like Alibaba and Pinduoduo offer attractive growth rates, but operate in a market with ferocious competition that can quickly wipe out market leaders.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE