Investment Week 2017-05-14
Core-Holdings
Current Allocation:
- “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
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)
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