China/the Hang Seng Index has rallied. As of now, the run up has resulted in my 60% of portfolio being in China. However, I still will not sell. There are a few reasons both Macro and Micro Hang Seng Index is Undervalued relative to Other Indexes Forward PE wise based on bloomberg – Hang Seng […]

source: https://thefinance.sg/2024/10/08/60-of-portfolio-in-china-but-i-am-still-holding/