[sgbuffett]

if cannot get capital gains then go for dividends lor
that's why post alibaba  I am into banks (ping an and icbc) and reits (link reits and sg reits)
collect 6-8% while waiting for value to be unlocked

Thanks for your reply.

Alibaba unfortunately  is a value pick with no catalysts. Becaue China HK market remains in a bear marktet the position becomes problematic for an unknown time frame.

Frankly i find the fundamentals over time has become less compelling. 

I thought a wiser way to manage thjs would be to slowly switch out to stronger picks with growth stories. HK /China market is massive with many listings definitely if you dive in you with your skill you can find smaller caps with better fundamentals just like you did when you pick propnex. etc these were small cap non blue chip stocks. 

Big compaines like Alibaba will be at the mercy of the broad economy if the economy is stuck for .next 8 yrs ....they you get no return for long time