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    China / HK “play”

    Hi Jmaes & MM team, Thank you once again for the contiuning investment education & insights. On the assumption that the China/HK market has bottomed or about to (within the next 6 to 12 mths), what would be your top 3 to 5 investment stocks/"vehicles" ? MIchael

    Answer

    Hi Michael,

    For China exposure we would have to look towards the Resources Sector which is indeed how we have skewed our Active Growth Portfolio:

    • For diversified exposure we like South32 (S32) and BHP Group (BHP) – note the latter is involved in a takeover tussle at present which may provide a good entry opportunity.
    • For pure copper we like Sandfire Resources (SFR).
    • For mineral sands we like Iluka (ILU).

    NB We are considering increasing our BHP exposure into fresh 2024 lows.

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    BHP Group Ltd (BHP)
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