2023-01-01

[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]  greece  (stock picking)
[G]  agri  (stock picking, inflation)
[H]  gold mining  (safe haven, inflation)
[ I ]  commodities / raw materials / mining  (turnaround)

2022-01-01

[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]  greece  (stock picking)
[G]  agri  (stock picking, inflation)
[H]  gold mining  (safe haven, inflation)
[ I ]  avoid us tech  (overvalued)

2021-01-01

[A]  consumer china and SEA (long term)
[B]  textile and garment manufacturing  (undervalued)
[C]  property thailand  (stock picking)
[D]  vietnam  (undervalued, growth)
[E]  greece  (stock picking, turnaround)
[F]  south africa  (stock picking, turnaround)
[G]  gold mining  (safe haven) 

2020-01-01

[A]  consumer china and SEA (long term)
[B]  textile and garment manufacturing  (undervalued)
[C]  property thailand  (stock picking)
[D]  vietnam  (undervalued, growth)
[E]  greece  (stock picking, turnaround)
[F]  south africa  (stock picking, turnaround)
[G]  russia  (undervalued, turnaround)
[H]  gold mining  (safe haven)

2019-01-01

[A]  consumer china and SEA (long term)
[B]  textile and garment manufacturing  (undervalued)
[C]  property thailand  (stock picking)
[D]  vietnam  (undervalued, growth)
[E]  greece  (stock picking, turnaround)
[F]  south africa  (stock picking, turnaround)
[G]  gold mining  (turnaround, safe haven) 

2018-01-01

[A]  consumer china and SEA (long term)
[B]  textile and garment manufacturing  (undervalued)
[C]  property thailand  (stock picking)
[D]  vietnam  (undervalued, growth)
[E]  greece  (stock picking, turnaround)
[F]  fertilizer  (long term)
[G]  watertreatment  (long term)
[H]  gold mining  (turnaround, safe haven) 

2017-01-01

[A]  consumer china and SEA (long term)
[B]  textile and garment manufacturing  (undervalued)
[C]  property thailand  (stock picking)
[D]  vietnam  (undervalued, growth)
[E]  greece  (stock picking, turnaround)
[F]  fertilizer  (long term)
[G]  watertreatment  (long term)
[H]  gold mining  (turnaround, safe haven) 

2016-01-01

[A]  consumer china and SEA (long term)
[B]  textile and garment manufacturing  (undervalued)
[C]  property thailand  (stock picking)
[D]  vietnam (undervalued, growth)
[E]  fertilizer  (long term)
[F]  watertreatment china and SEA  (long term)
[G]  gold mining  (turnaround, safe haven)
[H]  avoid coal and oil

2015-01-01

[A]  consumer china and SEA (long term)
[B]  textile and garment manufacturing  (undervalued)
[C]  property thailand  (stock picking)
[D]  vietnam (undervalued, growth)
[E]  renewable energy china  (long term)
[F]  fertilizer  (long term)
[G]  watertreatment china and SEA  (long term)
[H]  dry shipping  (turnaround)

2014-01-01

[A]  consumer china and SEA (long term)
[B]  textile and garment manufacturing  (undervalued)
[C]  property thailand  (stock picking)
[D]  vietnam (undervalued, growth)
[E]  renewable energy china  (long term)
[F]  fertilizer  (long term)
[G]  watertreatment china and SEA  (long term)

2013-06-01

[A]  consumer china and SEA (long term)
[B]  property thailand  (hot)
[C]  vietnam (turnaround)
[D]  windpower  (turnaround)
[E]  fertilizer  (long term)
[F]  watertreatment china and SEA  (long term)