I am wondering what peoples thoughts are on China and if it is “investable” at this point. Anyone who has owned $BABA or $JD over the past year has come to learn the importance of geopolitical risk.

The last two weeks have seen both of these on a nice run but I am skeptical if the dynamics have actually changed. I especially think $BABA is a fantastic company, however, I sold it last year (50% luck and 50% foresight) due to concerns I had with Chinas tech crackdown and Taiwan.

Please layout your thoughts on the current state in the comments I’d love to hear them!