Back in Hong Kong Stocks (Turtles all the way down! Substack)

• Can’t resist those juicy dividends.
• Of Course there is also the risk of a Taiwan invasion, but this is not 1939, there will be plenty of warnings before that happens. And what is more likely is some sort of technical blockade. This surprisingly good Seeking Alpha article goes into detail why an invasion would be pretty unlikely in the foreseeable future.
• So these are the Hong Kong stocks that I am long, from largest to smallest: Haier Smart Home, First Pacific, JNBY Design, Kinetic Development, Consun Pharma, China Dongxiang, Asia Commercial and Water Oasis. READ MORE

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