I think last year I wrote about how cheap the hang seng index and china market was, I ended up making 10% returns each on 2800 and 2828. After exiting my position, I could only watch with envy as the china market more than doubled. Recently the China market got hit by the bear and fell over 30% from its peak, while the HSI fell from 28k levels to the current 25k levels. Valuations wise the SSE is trading at around 14 times earnings which could be fairly price, whereas the HSI looked cheap to me at 10 times earnings along with a 3.6% dividend yield, so I took this opportunity to add back the 2800 ETF. Semb marine won a 1 bil contract, so that's a big sign of things slowly picking back up. I previously mentioned that I exited my full position at 4.38, so I ......