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I was leaning towards the return on your investment. It's very clear the message set by the CCP and these powerhouse Chinese companies that they do not care about their international shareholders. While I do think that Tencent's management is a step above the rest and these companies will weather the upcoming storm of headwinds it's very much apparent that institutional investors do not want to touch Chinese equities with a 10 foot pole and there's a chance these equities can stay very cheap and undervalued for a very long time. FYI - I own a decent amount of Baba and JD and a few microcaps as far as Chinese equities.