To The Moon

With Chinese stocks making a comeback, I've found the courage to plug my $(BABA)$ deep-dive again.Alibaba deep-dive part 1: https://steadycompounding.com/investing/alibabaAnd because my Chinese stocks are up today.I am feeling generous & opening up the paywall for part 2.Alibaba deep-dive part 2:https://steadycompounding.com/investing/alibaba-part-ii/

From the perspective of stocks investment, other instruments such as options, funds may not apply.It is not the end, and there are plenty of opportunities to recover.You have some choices, please consider accordingto your situation at best:1. Sell your worst, especially those dipping more than 20%, cut off your losses, let it go and move on.2. if you can't afford to entrench for long term, hoping for recovery, then the bad news is this, sometimes it just takes eternity for your investments to recover. 3. If you have a high risk appetite and enjoy its roller coaster ups and downs, then just simply ride on it. Take it as an adraneline rush that takes weeks and months vs an actual 10 min roller coaster ride inthe entertainment ride. Else, please get down the ride for your mental wel

Market Report 14/3/2022: Hong Kong market plunges on delisting fears, Covid resurgence in China Hong Kong's Hang Seng index dropped 4.97% on the day to 19,531.66, leading losses among the region's major markets as Chinese tech stocks took a beating:Tencentfell 9.79%,Alibabaslipped 10.9% and Meituan plunged 16.84%. The Hang Seng Tech index tumbled 11.03% to 3,778.60. Source: CNBC China reported a total of 3,300 Covid cases on Saturday, facing its worst outbreak since the early days of the pandemic. Shenzhen, known as China's "Silicon Valley", told all businesses not involved with essential public services to suspend production or have employees work from home for a week starting Monday. Apple supplier, Foxconn was forced to suspend its operations as Beijing tightened restrictions in line wi

Key Points- Selling in Hong Kong at one of its worst. Indiscriminate selling by institutional and individual investors. Pessimism will take time to dissipate, the Hang Seng will take time to bottom. Fleeting technical rebound will be difficult to trade.- Onshore market is no better. Foreign investors are reducing Chinese treasury. Onshore funds’ equity allocation uncomfortably high, and inconsistent with COVID resurgence, potential US sanctions and disappointing February credit growth. Be aware of contagion. The PBoC will act accordingly.- BUT forward points on the HKD suggest long-term confidence. Difficult case against HFCAA means accelerated return of US listed Chinese stocks. It will drain liquidity in Hong Kong near term, but China’s finest will eventually prove well worth it.Feb