My opinion on this: Alibaba is so broadly positioned that it is practically already an ETF. Now that the wind is changing, Alibaba could be a strong driver in the portfolio. Of course, your decision is also linked to your personal risk strategy, which is why there is nothing to criticize. With EM, I think you are betting on the right market at the present time
Well, sold too early ... the fact that China had to change its monetary policy had been clear for a long time, it was only a question of when ... I would assume that Baba will now pick up strongly - today's 5% is already a start