One thing stands out Monday is strength of mainland developers, which had struggled almost all of 2020. To me, this sector may be one of safest in terms of downside.
I'm looking to add positions in near term, currently holding Aoyuan (3883), Shimao (0813), Times China (1233), China Overseas Land (0688), Sunac (1918) and Kaisa (1638). Sunac and Kaisa were new additions last week.
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