Equity Analysis /
GlobalAlibaba buybacks may encourage other EM tech names to follow suit
Alibaba has announced a US$25bn buyback in a major departure from its policy of hoarding cash
Baby Amazons such as Grab, Sea and Coupang have high net cash balances, and could conduct buybacks of their own
Grab, MercadoLibre and Jumia are our top picks in the EM e-commerce sector
Nirgunan Tiruchelvam
Head of Consumers Equity Research @ Tellimer Research
23 March 2022
Published byTellimer Research
