Hello, Hello!
In times of this unstable market environment, we also obviously do not know how long the conflict between Russia and Ukraine will last. So I am taking a step back, making coffee, doing a lot of reading and thinking over the past weeks.
I have read Morgan Housel’s new book THE PSYCHOLOGY OF MONEY and a few classic, LEARN TO EARN by Peter Lynch.
As my portfolio is partially exposed to China market in $BABA (Alibaba) $0700.HK (Tencent) and $03690.HK (Meituan Class B), my portfolio is still down this month.
The only positive news I know for this week is that China government made a strong signal to stabilize financial market, promising to ease regulatory crackdown, support technology companies and stimulate the economy.
As for the past few weeks, I have added some position in $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) . Apart from that, nothing much to update.
Happy weekend and stay safe.
MNMLH
18.03.2022
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