2025-01-01

[A]  consumer china and SEA  (long term)
[B]  hongkong  (stock picking, undervalued)
[C]  south africa  (stock picking, undervalued)
[D]  germany  (small/mid caps stock picking, turnaround) 
[E]  gold mining  (safe haven)
[F]  commodities / raw materials / mining  (turnaround)
[G]  agri, food and beverages  (stock picking)
[H]  packaging  (stock picking)
[ I ]  avoid us (tech) stocks  (overvalued)