What are the big opportunities in emerging markets that BABA has his eye on?

In 2015, BABA included India and Southeast Asia in his investment map.

This year, BABA invested in Singapore's national postal service provider Singapore Post, which has a history of more than a century, in Southeast Asia, and left a son in India-- the "Indian version of Alipay" Paytm. The latter's parent company, One97 Communications, later launched the "Indian version of Tmall" business Paym Mall, which gradually developed into a payment + e-commerce ecology.

Since 2015, according to public information, BABA Group has invested in 13 companies in Southeast Asia and India. 36Kr Holdings went out to sea and found that, including BABA's e-commerce company Trendyol in Turkey, its investment in emerging markets was relatively focused, mainly in the areas of e-commerce and logistics.

For BABA, investment in these emerging markets may be like tentacles, helping him explore ways to recreate Alipay, Taobao and Tmall overseas and weave a wider business network.

This is the second in a series of reports entitled "the Global Investment Map of Chinese Giants". In this series, 36Kr Holdings hopes to go out to sea by combing the opportunities favored by the giants, to understand their "appetite" for overseas markets, and to help those who pay attention to overseas business opportunities to catch the context of "going out to sea".

In the previous article, we combed 23 companies that Tencent invested in emerging markets, including Southeast Asian super app Gojek, "Indian version of QQ Music" Gaana and Latin American financial technology unicorn Nubank.