Which bad results? 
I see the current drop off as a buying oppotunity. Looking to add more shares in SMT to my portfolio this year - and this January sale is a big plus for doing this. I am planning on holding for 20 years so not concerned
Alright baller 
but yeh this is one dip worth buying - just keep an eye on NAV
Itās currently @ -1.80% for the past year. Jan 6th 2021 - Jan 6th 2022.
Markets are just crap in general recently.
Exactly - the whole market, not SMT per se. 
To be honest, it was expected due to the announced taper.
Anyone buying the dip on SMT?
Buying small amounts - Moderna at 10% is a bit of a concern for me but ASML 2nd biggest holding is decent.
Iāll wait a little more as I think we have some more room.
My R.I. is due tomorrow so as long as the dip isnāt eradicated todayā¦ most certainly. 
Iāve bought the dipped souce just before the market closed. 
Anybody else looking forward to the Bailie Gifford China Growth annual report. Theyāre usually dated 31st of Jan of each year so Iām guessing itāll be released in the next few weeks. Currently Iām down 30% on it. Anybody in the same boat?
Itāll be interesting to read the commentary/outlook. I got rid of BGCG as well as other country/region-specific ITs last year. I figure Iāve got high enough exposure to China through SMT which is cheaper.
Iāve the bulk of my cash in SMIT and an S&P tracker though i am still bullish on China. Iām also more interested to read the narrative and explanatory sections of the document moreso than the hard figures and numbers.
I agree with Damodaran (or he agrees with me 
):
However, Chinese markets have been shaken in recent monthsā¦
The Chinese government decided to crack down on large technology groups such as Tencent and ĀAlibaba. They started to accumulate too much power for its liking. This policy has driven down their market value by 30% to 40%. Putting money on the Chinese market is currently very risky. Will Beijing push forward on its crusade or halt? No one knows. The motives are purely political.
How I understand from when I have looked into the various China holdings/weightings, SMT gives you some Chinese exposure but mainly in mega/large cap, BGCG gives you that exposure but then adds in some mid cap for an average over 30+bn cap, but neither cover the smaller cap stuff so I think thats something to keep in mind if wanting Chinese exposure but worried large companies will come under scrutiny.
SMT looks so attractive, but who know where it will stop ā¦ 
Yeah Iāve added a few times on the way down, not huge amounts though. Will be waiting for a market turnaround before I consider adding more.
No doubt I will look back on this time as a great opportunity.
China Growth is still at a 5% premium to NAV.
Is SMT at a 3% discount to NAV?
Great page for reference thanks for this