Well, I bought BIDU in mid 160s and BABA below 200 this week. Partly based on my belef that Xi Jinpin wants to re-exert govt control, but not completely blow up their economy. So I think these stocks have alot of value, but of course trying to predict what will happen is a crapshoot. My thoughts are based on how I perceive the world, and it is understandable that there is a risk that Xi Jinpin doesn't see it that way.