Still bullish on $BABA &amp; $TCEHY.
Compare $TCEHY to $V. (Has worked whole last y since I mentioned this!)
Compare $BABA to $IDCBY ($370bn mcap)

Tencent+Baba+JD+Meituan = less mcap vs five biggest Chinese banks iirc.

You want to beat the market? Imho this is all you need to know.