Joseywales

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.

I think position sizing is key. There is a very real chance it could blow up or stagnate 10+years and you have to remember opportunity cost. I'm choosing to keep my Chinese equities 3%-5% of my total portfolio.

Thank you for your insight! Much appreciated

Is there anyone on this board who currently resides in China or has lived there in the recent years? I'm interested in gaining some perspective from someone with firsthand experience. From the outside it seems like the sky is falling and people much smarter than me are predicting doom and gloom for the next 50+ years with projections such as demographics, debt, labor, housing crisis etc...

Added to BABA

Are they any prominent or up and coming fund managers that focus exclusively on small/medium cap?