I have always believed in Chin

I have always believed in Chinese tech and have kept my position in Tencent though I have also traded to lock in profits or to average down on my position cost. It was tough keeping to it when the US stocks were soaring for the past few years post covid and especially when rate cuts took place. Moving into 2026, I remain convicted that Chinese tech stocks will continue to shine as the Chinese compete with the US not just to play catch up but to be the next world leader and the Chinese do have it going for them with their hunger to lead and the expertise that they have. With geopolitical tensions, I don’t think the Chinese government will impose restrictions on them as they too need the Chinese tech to shine.

Maybe I do regret missing out on the gold rally but this is an asset class I do not believe in as they do not have intrinsic growth potential. The rally is largely fear driven and a due to supply and demand. In 2026, I think it is better to invest in asset class I believe in.

2025 Recap: Which Opportunities Do You Regret Missing the Most?

2025 came to a close with global markets swinging between political shocks and technological breakthroughs. Trump’s return reignited policy uncertainty, AI competition reshaped capital allocation, gold rewrote history, and megacaps expanded the limits of imagination. Markets trembled under tariff threats — yet celebrated amid an unprecedented computing boom. Which event truly defines 2025 in your view? What trade taught you the most this year?

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Comments

henshengqi
12-29 20:47
henshengqi
Spot on about Chinese tech conviction! Tencent's a keeper for 2026 gains. [看涨]
Tracccy
12-29 20:46
Tracccy
Solid conviction! Tencent's growth is unstoppable. Keep holding mate! [强]

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It was tough keeping to it when the US stocks were soaring for the past few years post covid and especially when rate cuts took place. Moving into 2026, I remain convicted that Chinese tech stocks will continue to shine as the Chinese compete with the US not just to play catch up but to be the next world leader and the Chinese do have it going for them with their hunger to lead and the expertise that they have. With geopolitical tensions, I don’t think the Chinese government will impose restrictions on them as they too need the Chinese tech to shine. \n \n \n \nMaybe I do regret missing out on the gold rally but this is an asset class I do not believe in as they do not have intrinsic growth potential. The rally is largely fear driven and a due to supply and demand. In 2026, I think it is better to invest in asset class I believe in.</body></html>","htmlText":"<html><head></head><body>I have always believed in Chinese tech and have kept my position in Tencent though I have also traded to lock in profits or to average down on my position cost. It was tough keeping to it when the US stocks were soaring for the past few years post covid and especially when rate cuts took place. Moving into 2026, I remain convicted that Chinese tech stocks will continue to shine as the Chinese compete with the US not just to play catch up but to be the next world leader and the Chinese do have it going for them with their hunger to lead and the expertise that they have. With geopolitical tensions, I don’t think the Chinese government will impose restrictions on them as they too need the Chinese tech to shine. \n \n \n \nMaybe I do regret missing out on the gold rally but this is an asset class I do not believe in as they do not have intrinsic growth potential. The rally is largely fear driven and a due to supply and demand. In 2026, I think it is better to invest in asset class I believe in.</body></html>","text":"I have always believed in Chinese tech and have kept my position in Tencent though I have also traded to lock in profits or to average down on my position cost. It was tough keeping to it when the US stocks were soaring for the past few years post covid and especially when rate cuts took place. Moving into 2026, I remain convicted that Chinese tech stocks will continue to shine as the Chinese compete with the US not just to play catch up but to be the next world leader and the Chinese do have it going for them with their hunger to lead and the expertise that they have. With geopolitical tensions, I don’t think the Chinese government will impose restrictions on them as they too need the Chinese tech to shine. Maybe I do regret missing out on the gold rally but this is an asset class I do not believe in as they do not have intrinsic growth potential. The rally is largely fear driven and a due to supply and demand. 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