Refining China / South East Asia Strategy
Two New Positions: Pinduoduo ($PDD) & JinkoSolar ($JKS)
Summary:
Refining my Asia exposure: 20% China, 15% South East Asia
Reducing Alibaba and Sea Ltd in favor of Pinduoduo
New Position in JinkoSolar
Disclaimer: This writeup is not investment advice. I am sharing my research insights and positioning on individual companies for informational and entertainment purposes. In particular, I do not take into account …