I felt the need to address this because there were so many who messaged me yesterday about potentially one of the most turbulent capitulation investors investing in China and HK stocks face this year and judging by the number of messages and concerns, it is probably safe to say that it is capitulation. Most of you would have known my portfolio composition by now so it is safe to say that I was probably hit by a mile more than whatever you have in your portfolio (unless of course you have a higher allocation than myself). Many of the messages I received were asking basically on the same common theme and that is if I am concerned about the heavy sell-off yesterday. I think we have to look at this from the two lenses – one the stock price drop and another the qualitative angle of the committee leadership round-up from the National Congress....