To me, this whole fear surrounding Chinese stocks is just a good opportunity to accumulate on good Chinese stocks. For example, $Tencent Holding Ltd.(TCEHY) and $MEITUAN-W(03690)$

$MEITUAN-W(03690)$is below its 20month MA. 

$Tencent Holding Ltd.(TCEHY)$is almost at its 50month MA. 50 month!!!

Such dips are simply too good for companies that have such great valuations.

What’s the greatest risk? The Chinese government breaking these business apart, or delisting. Well, I can’t say the same for other Chinese firms, but for Tencent and Meituan, I think these scenarios are extremely unlikely.

I’m not saying this is true for all Chinese companies, especially not the speculative education or EV names. But at least for Tencent and Meituan, I’m confidently to say… BUY THE DIP!