Thought on a China / BABA rebound?

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No one is able to predict China government actions. Great for speculation trades, not an investment area above a couple percent allocation.

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f

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You will never get your money out of Chinese investments if/when they make a move on Taiwan

China is going to be the biggest economy in a few decades. That is a fact. A bet on Alibaba is a bet on China which is why I am long. Bought at $85

Are you sure about that? With the massive government debt, property bubble, and increasingly worse economic data coming out of a country that already lies about how good its economy is doing?

BABA, while big, isn’t likely to grow meaningfully, especially with policy tilted toward other companies and industries.

China now is Japan in the 80s. A big prediction of “passing the USA” economically that will never come to pass (at least with its current government).

Your money is better invested in other countries in Asia

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Pretty solid rates but very uncertain - risky but would be profitable

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