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‘Distorted’ private tech market valuations to see correction in next six to nine months, says Alibaba’s Joe Tsai

  • The Alibaba executive vice-chairman says there is no end in sight for the US-China trade war
  • Tsai expects tax cuts for small businesses and individuals to help stimulate China’s economy

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Joseph Tsai Chung-hsin, executive vice-chairman of Alibaba Group Holding, expects a “healthy correction” in the valuations of China’s private technology market within the next six to nine months. Photo: Edmond So

Valuations in China’s private technology market are distorted and are likely to see a “healthy correction” within the next six to nine months, according to Alibaba Group Holding executive vice-chairman Joseph Tsai.

“Entrepreneurs [in China] had it too easy raising gigantic billion-dollar rounds of capital and multibillions in valuation,” said Tsai, in a dialogue session at a Thomson Reuters Breakingviews Predictions 2019 event on Friday. “[A correction] will happen and it’s healthy.”

Tsai’s remarks have come as technology stock prices around the world took a hammering in a sell-off that started in October last year amid economic uncertainty and an escalating US-China trade war.

Chinese companies that went public last year, such as smartphone maker Xiaomi Corp and on-demand local services giant Meituan Dianping, are currently trading well below each firm’s offer price.

Similar to the declines seen by Chinese internet peers Tencent Holdings and Baidu, e-commerce giant Alibaba Group Holding saw its share price fall about 25 per cent from a peak of about US$210 in mid-June. The New York-listed company, which owns the South China Morning Post, currently trades at about US$156.

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