- Bargain-hunters who bought into the soothing reassurances from Chinese state media and officials had a rude awakening last week with articles targeting several industries sinking related stocks.
- The revelation of a potential expiration of preferential tax rate for tech companies like Alibaba and Tencent led to further market disappointment.
- Alibaba Cloud could see stiffer competition as Huawei and Tencent focus on cloud to mitigate challenges in their businesses.
- I elaborate on why the fear of drastic actions on gaming companies in China is overblown.
- Shareholders need a long-term mindset like those of sovereign wealth funds.
For further details see:
Assessing Chinese Internet Stocks In A Time Of Great Flux