The Rise and Rise of China
Look U.S. IPO market activity in 2014, and it is evident the Chinese e-commerce market is on the verge of a transformation that could put it level or ahead of developed economies within a decade.
Firms such as JD.com, Alibaba and Baidu all appear positioned to benefit from the rise of the Chinese consumer, and their mobile-first spending and banking habits. If the likes of Alibaba prove successful in their U.S. listings, it may cause some to wonder whether U.S. e-commerce giants such as Amazon and eBay are poised for a hit.
As with much of what has happened with the rise of emerging economies like China and India, it is unlikely the e-commerce market will prove a zero-sum game. Below are a few slides that detail the interplay between U.S. and Chinese e-commerce.