I bought HKEX: 3067 at about HKD14 almost two weeks ago. Right now, I am underwater but do feel free to undercut me. =p Obviously, despite all the fear, uncertainty and doubt (FUD) going on, I do think it is a compelling buy. And my opinion is backed by action. So this is a summary of my thesis so that maybe 5 years down the road, I can look back and decide if I am a genius or an idiot.

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Increased Probability of OBOR Succeeding Overnight, everybody on Twitter transformed from virology experts to Afghanistan experts. I am definitely no Afghanistan expert. The things I know mostly come from history textbooks in Secondary school and JC and of course, reading books like “The Kite Runner” by Khaled Hosseini. Highly recommended fiction although I digress. The full US withdrawal from Kabul was a long-time coming and somewhat expected after China invited the Taliban to Tianjin....