China Water Affairs has long demanded strong nerves from its shareholders. In forums, one finds many posts such as "why does it keep going down here?". My fundamental conviction has remained, which is why I have bought more often and the share has become one of the largest positions in the portfolio.

For some time it has been going up fast (+80% in 6 months) and shows what you need especially in riskier investments like China : A long breath. China Everbright Environment is similar to the stock in country and industry and has had a similar price performance.

What is your opinion on the two stocks? Do you hold them or did you have them in your portfolio?