2024-01-01

[A]  consumer china and SEA  (long term) 
[B]  textile and garment manufacturing  (undervalued, high dividend) 
[C]  property thailand  (stock picking) 
[D]  hongkong  (stock picking, undervalued) 
[E]  south africa  (stock picking, undervalued) 
[F]  agri  (stock picking) 
[G]  gold mining  (safe haven) 
[H]  commodities / raw materials / mining (turnaround) 
[ I ]  avoid us tech (overvalued)