: Introduction 0:39 : What makes you go into the Chinese Market? 3:05 : How do you see all these regulatory risks in China? 4:05 : Why are investors so spoke out by recent regulatory? 8:05 : What do you have to say to all these naysayers? 9:15 : Why do you have that high level of trust in the Chinese government? 11:03 : What gives you confidence in investing in China? 14:05 : When do you think such regulatory risk will simmer down?  17:33 : Do you think the Chinese government is regulating consumer tech? 19:07 : What are some of your biggest position in China? 25:31 : Could it be investors are seeing there might be any fundamental impact to their businesses?  26:37 : Are you happy with the recent Alibaba result? 27:55 : What are your thoughts about the competition that Alibaba is facing? 29:19 : Why did you invest in their biggest competitor like JD 30:46 : Have you invested in JD? Why or why not? 33:26 : Do you have PingAn Insurance in your portfolio?  35:09 : With the regulation pressures, have it change your approach to China Investment? 37:05 : What is your advice for others who are holding or thinking to get into the China market?