A fund manager who outperformed 90 percent of his peers in the last quarter says he still likes Tencent for its business model, despite the Chinese tech giant’s addition to a US Defense Department blacklist. Wong Kok Hoi, founder and co-CIO of APS Asset Management, also discusses his top holdings including SMIC, as well as expectations for China stimulus. He speaks with David Ingles and Rebecca Choong Wilkins on “Bloomberg: The China Show.” (Source: Bloomberg)