Takeaways from 2017 Alibaba Investor Day 2

Executive Summary

At Day 2 of the 2017 Alibaba Investor Day, the senior executive team shared its strategic vision for the company to make it easy to do business anywhere.

• Executive Chairman Jack Ma outlined his long-term vision for Alibaba and identified globalization and China’s consumption upgrade opportunity which he believes will help the company reach US$1 trillion GMV by fiscal year 2019 and serve one-third of the world’s population by 2036.
• Executive Vice Chairman Joe Tsai shared the chief tenets of the group’s investment strategy: driving interest alignment through minority stakes and post-M&A value creation.
• President of AliCloud Simon Hu believes AliCloud will be able to maintain its rapid growth through its continued domestic dominance and overseas expansion.
• Ant Financial CEO Eric Jing, President of Cainiao Network Wan Linand Chairman and CEO of Alibaba Digital Media & Entertainment Group Yu Yongfu shared their vision of inclusive finance and how the business can leverage data and the platform economy to create value for customers and merchants globally.