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[QUOTE="Da_Aisijimo_Gou, post: 4019636, member: 264"]
Exactly, recent regulatory intervention prompted many western institutional investors to sell chunks of mainland big techs and spread across sectors. Oops, top dogs declare “All is well”. Hah, didn’t stop adding Tencent shares but directly in HK (down 30% from recent highs); avoided the ADR!

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As LT mainland growth is unlikely to go away, it can easily be accessed via non-mainland companies with fewer risks of US vs mainland trade conflict, US Public Company Accounting Oversight scrutiny, etc.

Observe RE developer/ management company China Evergrande. Worst of the overly indebted big RE companies. For the CCParty Boys, EGNRY [I]may[/I] serve a convenient reminder for larger developers to toe the line. Big, but [I]potentially[/I] “not too big to fail”?

On the RE front, widely reported regulatory claws today focused on some cities’ overjuiced RE markets. Intervention, just way more direct than in most western countries.

Not all right, nor all wrong. Just different.
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