Baklava

I recently listened to the Meb Faber show and the paternalistic behaviour of Chinese regulators, which forces Chinese companies to smoothen out their earnings, was mentioned there as well. It is not Li Lu but you might be interested.

No, I don't have any insights on both topics as I am not following Turkish companies/market closely. But you should keep an eye on Turkey's high inflation rate. https://www.tcmb.gov.tr/wps/wcm/connect/EN/TCMB+EN/Main+Menu/Statistics/Inflation+Data/Consumer+Prices

@ContrarianValue44 I am sorry but I mixed it up. I actually meant Türk Telekom, which entered the German market via a joint venture with O2 (Telefonica Germany) several years ago but wasn't a success at all. Apparently, Türkcell is still operating in Germany after rebranding itself. https://www.telekom.com/de/konzern/details/aus-turkcell-europe-wird-lifecell-511830 But I would still assume their revenues in the German market are negligible as the big three MNOs Deutsche Telekom, O2 and Vodafone share the market among themselves.

Turkcell's exposure in Germany is negligible I would say. A couple of years ago they targeted consumers with turkish roots living in Germany. But it wasn't a success. They ceased operations as far as I know.

I thought this might be interesting for the ones invested in Alibaba. https://www.longriverinv.com/blog/alibaba-at-a-crossroads?ss_source=sscampaigns&ss_campaign_id=6076a8083e52904f37c87861&ss_email_id=6076a91c767aae49e8791a1a&ss_campaign_name=Alibaba%3A++At+a+Crossroads&ss_campaign_sent_date=2021-04-14T08%3A34%3A54Z

Bought more BABA