Tar's Portfolio and Information Attic

@casperkamal @Shashank_Yerdoor
Sorry to butt in here, but on the China investment piece, there is a Chinese internet company focused ETF called KWEB which is traded in the US which you guys should have a look at if you’re interested in China exposure.

This is made up of internet focused companies like Tencent, Meituan, Alibaba, Baidu, JD etc. It is presently trading at levels that it was trading at in 2016! Most of the shares are held on the Hong Kong exchange and some are held through American ADRs. In case of any delisting from Nasdaq of any of the company ADRs, the fund managers can easily convert their holding to Hong Kong shares and so there is no long term delisting risk. Personally I find this the safest, cleanest and cheapest exposure to Chinese tech growth.

Not a recommendation. Just putting it here for information as people seem to be interested in the subject. I am invested (and biased) with about 2% of the PF and will raise it to close to 5% over the next few months of interest rate led volatility.

Full portfolio here Vineet Jain portfolio

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