$JD $BABA $TCEHY $NTES Important read, especially if you didn't live through Trade War 1.0 as an ADR investor. heisenbergreport.com/2020/0... Only holding JD. Sold others previously for profit. VERY bullish long-term on China, but not for the next 12 months. $SE is the best bet for SE Asian exposure. China is now only 5% of my portfolio, down from 65% in some years.