China / HK “play”

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Question asked 26/04/2024

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.

chart

BHP Group Ltd (BHP)

LAST UPDATED 26/04/2024 18:51

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