Cynthia Gill
09-01

Interesting dynamics in this rally...$Alibaba(BABA)$  still below March peak of $148 while mainland markets have soared. Looks more like "catch-up play" reminding folks "hey we exist". $Tencent Holding Ltd.(TCEHY)$  making new highs but $Alibaba(BABA)$  dragging feet? Need decisive breakout to confirm thesis. Though the token buybacks not even offsetting dilution is proper dodgy. Holding positions with white knuckles...

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