[talky]

He could see ahead that China will change to focus on geo politics south chna sea and  invading Taiwan....not on the economy....

Once teh geopolitical stirring starts its downhill for HK and China economy

EXACTLY THAT WAS THE REASON WHY WARREN BUFFETT DID NOT INVEST IN TSCM though he knows this company has lots of potential 
once when conlicts or war starts w taiwan u hv no time to run