Once again a major panic sell-down was initiated by investors amid broader crackdowns by the Chinese government. I understand that many who are invested in the Chinese stocks are worried about the recent crackdown and wonder if the China market is still a good opportunity to be investing in. Here’s are some of my thoughts.

Is it true that the Chinese government can kill any industry they want? For example, the recent clampdown of the Chinese Edutech companies

It was unfortunate for investors who have positions in private education companies. Stocks such as TAL Education which tanked more than 70% in just a single day when the news that Edutech companies will be forced to go “non-profit” was out. Why I didn’t have positions in Chinese Edutech? Back in 2018, a couple of Chinese Edutech stocks were hit by the short-sellers. An example was Muddy Waters’ labelling of TAL Education as “fake finance”....