IQ - China Regulatory Shock - What's Next For Internet Stocks

• It was an excruciating week of a severe emotional storm with the share prices undergoing a rollercoaster ride. A deluge of news, speculations, and commentaries overwhelmed the mind.
• The massive and synchronized sell-off of Chinese equities was akin to a Golden Slam for the critics. It was a glorious moment for the horde of "I told you so!"
• I explain why I kept rooting for U.S.-listed Chinese ADRs in the face of myriad adversities and discuss if Chinese internet stocks are now uninvestable.
• NetEase playing second fiddle to Tencent, whether in games or social media, is a blessing in disguise. Furthermore, NTES valuation is not high, to begin with.
• Alibaba's upcoming results could disappoint as management avoids rosy profitability outlook and potentially warns on dimming growth prospects as tech giants crowd into the remaining state-favored sectors.

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