Baidu (BIDU, quote) rallies 3% off the 200mda after major pullback across the board in Chinese internet space.china map flagAlibaba valuation talk coming in better than depressed valuation levels of last week, and KING IPO was a disaster for broader gaming and internet stocks.

Tencent (TCEHY, quote) offers interesting entry levels here with a stop 5% below market near $65.  

Naspers (NPSNY, quote) is one of our favorite companies to get broader exposure to the EM internet space as they own significant pieces of Tencent, Russia's Mail.Ru and a number of smaller classified ad companies in Africa.sg2014033140866

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