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Packy - do you have a take on last Tuesday's China's SAMR release of draft guidelines for "preventing and stopping monopolistic behavior in the platform economy" (link at bottom) and it's potential impact on Tencent's business? Perhaps taken in conjunction with the events surrounding the shelving of the Ant IPO?

http://www.samr.gov.cn/hd/zjdc/202011/t20201109_323234.html?utm_campaign=Sunday%20Newsletter&utm_medium=email&_hsmi=99969136&_hsenc=p2ANqtz-_hGKbSii-YhaOqXBgK6DkDwdJto75bb1S6o6gZmGQ0sRTcfwx-nTekvgYzfMxJCrhs5GCM3OlADywLbeakXp3xGZU0jw&utm_content=99969136&utm_source=hs_email

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