Definitely buying the dip if you've missed the earlier run but be mindful of the company's balance sheet and Free Cash Flow. Other than Chinese banks trading at deep valuation, the other holdings I have in the CN portfolio are the "National" champions, BYD, Midea and Trip.com which is growing and expanding outside of CN at a faster clip than the domestically focused companies. Every time there's a dip, I'll just add more of the same!!
Time for everybody to move all their crypto to coldwallets offline. This is the only way to know the solvency of the wild wild west crypto exchanges. After the dust has settled you can then slowly re-deposit back.
Am surprised that the fallout on FTX has not spilled into the broader market and other risk assets... yet! I'm sure the weeks ahead will be the day(s) of reckoning for everybody with ties to FTX and we can expect more volatility across the board as the contagion spreads.