Yegor's avatar
$181m follower assets
Joshua Simka's avatar
@toasty_trading has been consistently (and impressively) adding to $BABA this year. I'm curious about their take on this stock's risk.

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Jonathan Garcia's avatar
@tomato In all honesty, I have actually thought about exiting my position. I hold a number of Chinese stocks, and have considered reducing my exposure. I listened to the podcast and think Town makes an excellent point that I had not thought of. The risk from China is not the cause for concern; it’s what the US might do. I am encouraged by what seems to be progress between the SEC and China, however. There’s no denying the risk, but $BABA in particular is a small portion of my portfolio. I’m planning to hold and very slowly add as I have been doing.
Joshua Simka's avatar
@toasty_trading I appreciate your thoughts. Do you own $JD by chance? It's my personal biggest China exposure.