Subject: Re: PDD
I was going to buy some, as like you I was attracted by the metrics, my broker doesn't allow me to invest in them however!

Alibaba, Tencent, JD.com and Baidu I do have though. JD and Bidu I've recently bought back in and happy to take a view and see where they are in 5 years. All attractive on value metrics.

This is also my diversify away from the US play becuase of Trump. So I'm about 65% US 35% China.

Happy with what I have and will just leave for 5 years now.