In terms of allocation of Chinese stocks, it is suggested to focus on three main lines:
First, under the optimization of epidemic prevention, the repair market of damaged plates in the early stage, such as biomedical, aviation, wine travel and other plates;
Second, under the demand of stable growth, the industry policy margin is loose, such as the real estate industry chain and the Internet and other industries;
Third, under the theme of security for a long time, energy security, self control, information innovation, traditional Chinese medicine and other sectors.
For reference only.
$KraneShares CSI China Internet ETF (KWEB.US)$ $Hang Seng H-Share Index ETF (02828.HK)$ $Hang Seng Index (800000.HK)$ $NASDAQ Golden Dragon China (.HXC.US)$ $PA GOODDOCTOR (01833.HK)$ $ALI HEALTH (00241.HK)$ $FOSUN PHARMA (02196.HK)$ $WUXI BIO (02269.HK)$ $Trip.com (TCOM.US)$ $CHINA SOUTH AIR (01055.HK)$ $Air China Limited (601111.SH)$ $China Southern Airlines (ZNH.US)$ $CHINA EAST AIR (00670.HK)$ $CATHAY PAC AIR (00293.HK)$ $CON AERO TECH (00232.HK)$ $PETROCHINA (00857.HK)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $Hang Seng TECH Index (800700.HK)$
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Upncoming1841 : my top pick of the beneficiary will be the Macau casino and trip.com
Spinee OP Upncoming1841 : $Trip.com (TCOM.US)$ not bad