Finally, after nearly 5 month of underweight. Valuations looks much better now but I am sure they will downgrade again if HSCEI is up to 15000 again. I agree wtih them that China may finally outperform in the near term, but I would trade it with a "long- short" or simply option startegies like "sell put buy call" to limit the amount of capital commited in this trade.
Soft commodities rallies back faster than I expected, may be USD is simply too weak.
2343 HK seems toppy, sell now and buy back below $10.
China Life has very high imp vol, time to sell OTM puts of 1 to 3 months. Stirke price should be the price that you will buy the stock anyways, so why not earn the premium?
Selling covered calls on your holdings is also a good strategy this year, it is not likely that the market will go up a lot anyways. Do not waste your holding! Violatility is an asset!
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