While Sea Group has run up in share prices, my holdings in Elite Commerical fell. So its both happiness and sadness. I have sold both of these companies and bought Nanofilm & China Construction Bank. A partial divestment was done for my long held Yangzijiang Financial to fund the nanofilm purchase because nanofilm seems to have better recovery prospects. Nanofilm is a company that does coating using its unique technology and has factories across Asia with its largest factory in China. It is a proxy to the state of China's manufacturing and consumer activities. In my view, the lowest point in China's manufacturing has past and therefore, I have bought 27,000 shares in Nanofilm. China Construction Bank's (CCB) purchase is to maintain a good dividend yield and I do feel the bank's results is strong despite the real estate downturn. CCB has a large segment of its loan book portfolio in real estate and construction....