2026-01-01

[A]  consumer china and SEA  (long term)
[B]  hongkong  (stock picking, undervalued)
[C]  south africa  (stock picking, undervalued)
[D]  thailand   (stock picking, undervalued)  
[E]  property hongkong and china  (stock picking, turnaround)
[F]  oil, gas, coal  (undervalued)  
[G]  commodities / raw materials / mining  (inflation hedge) 
[H]  agri, food and beverages  (stock picking)
[ I ]  avoid us (tech) stocks  (overvalued)