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I think most people on either side of this discussion need to step back for a minute. I've been to China, have lots of friends from both Hong Kong, ex-pats from Hong Kong, Mainland China, Taiwan, and born in the U.S. and Canada. All I know is that they all want the exact same things...happiness, health, prosperity and safety. Interestingly enough, that's what all my North America friends and family also want! Now do governments do stupid things, nefarious things, etc including suppression of free speech, hiding the truth, etc. Sure. Pretty much every country around the world does. Why? Because politicians and government officials can be assholes! So take a breather...consider different perspectives...no one is asking you to move to China, except Cubs, but then he won't get to see the Cubs, so he's probably not going! Cheers!

Luca, I definitely agree with you on contrarian situation here and big excitement on a micro level/valuations, especially on Prosus/Tencent. But it seems to me that all political/geopolitical/macro situation just continues to go to the wrong direction. And in order to succeed just beeing contrarian is not enought. But I hope things still could change and you will also be right in the end.