Chinese tech stocks. Important to distinguish which type of tech stocks. Speculation of regulation will spread to other sectors. This has been largely priced in. Weakness is an opportunity. China will be the largest economy in the world in a few years. Would not expect broad sweeping regulatory changes.
Really likes this ETF. A third is exposed to semiconductors. Another third is car manufacturers such as Tesla or Neo. Then a third is batteries. It is equal weight so it does not rely on one single name. If we get a pull back, step in.