Continue to overvalue on
1. Travel related stocks (airlines, hotel) because they are attractive
2. China real estate stocks because they are oversold
3. Continue to short US bond and US Equity.
Tbc
Continue to overvalue on
1. Travel related stocks (airlines, hotel) because they are attractive
2. China real estate stocks because they are oversold
3. Continue to short US bond and US Equity.
Tbc
小明的投資心得 
呢幾日內房股已經升咗上天花板
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