How have your portfolios changed since the regulatory crackdown, if at all? Have you pulled out your China investments?

I have been picking up some really good deals in this market environment (at least that is what i believe haha...might be wrong). Ever since the crackdown my portfolio has been more and more overweight on chinese equities.

While fundamanetals of these big tech companies may still be sound, i feel that their growth prospects have been dampen due to the crackdowns. Simply because they cannot continue expanding so freely anymore.

Yet I feel strongly that investors cannot simply ignore this economic powerhouse. This I remain invested and have even added to my positions.

However, I remain wary of further crackdowns on big tech, thus I have been looking to diversify my exposure towards Shang hai listed A shares (through ETFs), minimising my risk exposure to big tech.

Hope this helps!

For me, I have been DCAing, still based on assets allocation to my expected ratio.

No, bought more China.

Baidu & KWEB recently.