DBS
Did a couple of key trades recently. One of them is partial sell off of DBS which enjoyed sizeable runs up that also push up STI Index. This is after I have cleared my OCBC after a period. DBS now is less than 10% of my allocated pie in which I still have quite significant exposure. I wouldn't want to sell all because there is good possibilities that it could hit 30 with recovering market in which I am generally positive on the banks. While some other fallen counters recovered in reasonable tandem as well I view them as fundamentally much weaker. So far sale of Bank stocks are more of mitigation moves. If there is fire sales, I would be back at reasonable level. Digital Banking and Blockchain do pose a torn that we have to live with in this investment. This is traded off with potential...