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Anonymous

14 May 2020

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What is your take on Chinese Tech stocks like Alibaba, JD, and Tencent? Are there risk associated with the corporate governance in China companies?

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Sudhan

14 May 2020

Hi anon, I like those companies since they can ride on the growing e-commerce/payments trend in China.

Yes, there is that risk, so that's where diversification comes in. We shouldn't invest too much in a company, no matter how good it is.

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