Investment Week 2017-05-14
Core-Holdings “One-belt One-Road” related stocks, such as 1766 CRRC. China Consumer related stocks, such as 2333 Great-Wall motor. China Financial related stocks, such as 3988 Bank of China. Technology Stocks, such as 0700 Tencent, 2018, 0522 Investment Period: 6 Months Current Allocation: Over-Weight : 2006 錦江酒店, 2007 碧桂園, 2018 瑞聲科技, 3333 中國恒大, 0316 東方海外國際 Buy : 0700 Tencent, 2018 中國中冶, 3988 中國銀行 Sell : 2018 瑞聲科技 (Back to the normal holding after tactical BUY)