It has been a while since my last blog in mid May. Looking back at the last few weeks, it is amazing to see the US market on an incredible climb to new records every few days. It has increased 4.0% since start of June and outperformed the local SG market and the HK market significantly. Both declined 1% and 8% respectively. The HK market fared the worst probably on the back of the concerns by investors of how the National Security Law is being applied and how it may affect investments in the island. The actions taken by the China government on the Big Chinese Tech firms did not help to ease investors’ concerns too. The Hang Seng Tech Index fell by 11% over the same period – worse than the general HK market. In the last two weeks, I have been loading up my portfolio with HK stocks while trimming my US holding and taking some profits....