SamSuka
The Long Investor
The Long Investor

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HSI

Continues to make higher highs and continues to be outstanding against the $SPY in 2025 YTD

We also appreciate how much in sync the HSI and $BABA charts have been, which helps guide us and hold our positions, which in turn helps us add to lagging positions like $BIDU that are likely to follow the same trajectory and we are seeing that already.

Again, no changes to the HSI chart for over a year now and this is something I am particularly happy about about because it was a big call to say that the US market and Chinese market were in opposite cycles and to use Chinese ADRs as a hedge against the US market but it has paid off for us.

HSI

Comments

May Xiaomi would be interesting to chart if you consider it. Anyway, Thank you!!!

Samu

Thank you Luc, took conviction to add too, so pat on the back to those that added

Gareth Neary

You're call on China has been/is life changing for many of us. Seriously, thank you.

Luc


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