Great article, but It was a quick no from me when I saw that 62% of revenue comes from China! China is cutting out Western producers left and right, + the geopolitical risk is too high.
Fully understand. This is also one of the bigger reasons I am not growing the position to above 2% of my portfolio right now. Indeed, it is a higher-risk investment.
Great article, but It was a quick no from me when I saw that 62% of revenue comes from China! China is cutting out Western producers left and right, + the geopolitical risk is too high.
Fully understand. This is also one of the bigger reasons I am not growing the position to above 2% of my portfolio right now. Indeed, it is a higher-risk investment.
Good read. Thank you.
Thank you, Jose. Appteciate it!