What percent of your stock allocation are CN companies?

ex NIO, BABA, PDD, CQQQ, etc. would you agree with dalio that CN companies are undervalued? or that they aren’t worth the regulatory risk? I feel like until as late as 2050s China will still want foreign investment and it just signed a trade deal with the EU recently. Even if the stocks are shell companies, I think long term reputation would be important and biden seems to see China as a rival rather than an enemy like trump. #china