While China's e-commerce market is set to grow to half a trillion dollars by 2016, that doesn't mean that Amazon (NASDAQ:AMZN) and Dangdang (NYSE:DANG) are bound to benefit the most. In the video below, Fool contributor Kevin Chen explains why it's not that simple, and why Alibaba -- the one company foreigners can't invest in -- should scare investors.
As a private Chinese company, Alibaba is the 800-pound gorilla in the room, commanding 20 to 30 times the market share of Amazon and Dangdang. Because of the economics that surround Ailbaba's market dominance, it's perhaps the only company that will really benefit from China's continued e-commerce boom.
And so far, that's remained true. While Groupon (NASDAQ:GRPN) seemed poised to boost its profits with Chinese growth, Alibaba's own group-buying website, Juhuasuan, may have been one reason Groupon had to close the China door.
Is there a company that can survive Alibaba's full-frontal assault and profit from e-commerce growth?
Well, there may be one in Mecox Lane. To learn more, click on the video below.