I thought I'll pen down my thoughts after receiving a number of emails this week from various sources asking for guidance on two big China cap names - Alibaba and JD.com - both of which have seen shares plummeting each day for the past few consecutive weeks. Many readers would also know that I own Alibaba shares from my last monthly update and have also recently written a piece on JD analysis so it's something which I'll walk the talk. Alibaba Group Holding Ltd (NYSE: Baba) Let's start with Baba first. This is probably the most hated large cap company right now in the entire planet. The entire saga started when the intention to list Ant IPO was shelved and the State Administration for Market Regulators went to investigate the entire company's holding structure. Since then, the State of Administration has concluded by fining the company US$2.8billion - which the...