After the stellar performance of JD after their recent earnings report, there are some who suggested that JD will be overtaking BABA in the Chinese ecommerce space. This is also fuelled by BABA disappointing earnings.However, it is my opinion that we should not neglect the size of the two companies. JD being the smaller player naturally has more room to grow. Moreover, the network effect of BABA ecosystem should not be overlooked. I still believe in BABA as a 5 years play and will continue to add at around 125.What are your thoughts?