Why Cathie Wood's Ark Jumped Back Into China Tech

The speaker discusses their investment strategy, focusing on reducing exposure to Chinese stocks due to government actions against major companies like Alibaba and the impact of the online education sector's nationalization. They highlight a shift towards investing in companies that align with government priorities, such as JD.com and Pin Duo Duo, while moving away from those under pressure.

Which companies were highlighted as significant purchases and why?

What was the speaker's perspective on the future of companies like Alibaba?