$Baidu (BIDU.US)$ $Alibaba (BABA.US)$ $Tencent (TCEHY.US)$ $HUYA Inc (HUYA.US)$ $DouYu (DOYU.US)$ The way I see it, buying these companies is a bet on the actions of the Chinese government. Personally, I think this is extremely risky. I have less than 2% of my total portfolio in these companies and my plan is to continue adding a bit every month in case I turn out to be wrong, but keeping my overall exposure to about 2.5%. However, I know that a lot of retail investors are bullish on these companies. There are good reasons behind it, but I think it's extremely important to consider the risk here and manage the exposure. As Peter Lynch likes to say, be careful when thinking that a company cannot go lower because it can and often it will. DOYU, HUYA, Alibaba, Baidu and Tencent can very well turn out to be value traps for the next year. We still haven't seen any signs that the bearish trend in their prices has been reverted. If you want to buy the dip, that's fine, but just be careful and manage your exposure. I'm not a financial advisor and you can make up your own mind, but just do your research and think about the risk. I don't think we will see a big rise in price until we see a catalyst and I think there are stocks, even indexes, that can offer better returns over the next 12 months.
Overall, I'm neutral, given China's recent regulation record plus the slowing revenue and earnings growth seen. However, I also think that the market is punishing those companies way too much so I think they're actually trading at a decent discount, which is why I continue to build a position even though it's a smallish one.
What do you think? Bullish, neutral or bearish?

$Alibaba (BABA.US)$
All homework done and i still suffer significsnt unrealise losses at the end… i think i just dont have luck on Alibaba 😔

$HUYA Inc (HUYA.US)$
to hold or not ???

$HUYA Inc (HUYA.US)$ this share could bottlom below $10 very soon… has been average down 3 time still losing 35%… financial and fundamental is proven nothing but misleading factor 👏👏👏

$HUYA Inc (HUYA.US)$ Worst ever share purchase so far 👏👏👏

$HUYA Inc (HUYA.US)$ when will this tiger bounce up.. 🐯

$HUYA Inc (HUYA.US)$ loser .. real loser !!!!!

$HUYA Inc (HUYA.US)$ bounced off its lowest resistance point. China’s stocks also are on a bull run. should spill over into this and will run it up to 15.40.

$HUYA Inc (HUYA.US)$ when the market up it down .. when the market down it follow