@Kacper_PK_CH Czesc,
Great newsletter! I add only China A value now, Chinext tech has a great momentum still so I hold. China H price has come down but multiples still up, and correlation with global market makes them not a diversifier imo. CNY strength is a good support anyway. Cheers!
@Kacper_PK_CH best to diversify, besides NOK CHF I am mostly holding Chinext, China A , CNY bonds, Global/US Infrastructure, AgrTech, BioTech, and significant dividend paying Energy stocks (unordered)
@JavierBlas Iran wont accept any paper anymore after previous lies, back-stabbing like during Geneva negotiations, only facts. Retreament. 2 month ceasefire. NO bases. Unfreeze assets. They are very patient. More than US admin