3Yr·

Has lured me at the time with SRI... But a lot of China and I know almost no company from it so pretty blind....

Suggestion: Sell to

1. reduce China share

2. have cash for the coming correction


Opinion?

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I have invested in this area myself but in the MSCI EM IMI Screened. The requirements in the ETF are "stricter", in addition, there are also quite well-known titles and you still have small caps in it.
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Would go all in EM. Western stocks will no longer offer the returns they have in recent decades
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3Yr
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