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Chinese tech stocks Tencent, Alibaba, Baidu pose an investment dilemma

Chanticleer is Australia's pre-eminent business column.

The extreme volatility in Chinese internet stocks is either a great buying opportunity or the first signs of cracks in a bull market investment thesis that has prevailed in the Sino tech sector for the past five years.

At one stage there was a belief that Chinese internet stocks could do no wrong. They enjoyed the fruits of China's rapid growth in internet penetration and its world-leading adoption of e-commerce and internet gaming.

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    Original URL: https://www.afr.com/brand/chanticleer/chinese-tech-stocks-pose-an-investment-dilemma-20180815-h1410o