Very difficult to know what to invest in in a time of war. O...

Very difficult to know what to invest in in a time of war. One might think oil exploration but if investment accelerates in renewables which are going to be coming down in cost you might be making a bad decision. I'm sticking, for the most part to extreme value $HUYA Inc (HUYA.US)$ , $DouYu (DOYU.US)$ , $Yiren Digital (YRD.US)$  and a few others Chinese ADR's Hard to imagine companies with more cash than market cap getting killed + PRC companies focused on PRC economy less likely to be hit;at least short term.

I also like us auto part suppliers as consolidation is taking place and there is significant pent-up auto demand. Sure next few quarters will stink, but six months from now $NN Inc (NNBR.US)$ could be very profitable.