A future subscriber writes from Australia, “Why isn’t Tencent in the model portfolio?”

In September, local Chinese investors will finally be able to invest directly in Alibaba.

Adding two more China plays: Lululemon and Yum China. [trades]

Alibaba’s co-founder and chairman bought $201M worth of stock in Q4.

China gloom has hit a new high. For diehard contrarians, what's not to love? [trades]

Negatives: recession on the way, big tech stocks still not cheap. Positives: bearish sentiment, lots of selling pressure below the surface. How these countervailing forces resolve themselves is an open question, but many high quality growth stocks are reasonably priced. [trades]

Taking our profits on Bed Bath & Beyond, thank you very much. Still building a position in KWEB. [trades]

Supply chain issues, labor shortages and price inflation have created a hand full of year-end bargains. [trades]

China’s private tutoring industry has taken the brunt of government crackdowns. Are we at the point of maximum pessimism? [trades]