Think...the whole market is looking tired and best to aviod them. For me....the best way is to slowly clear of my positions till only leaving behind my core stocks which is SMIC in HKex and Noble in here.
For SMIC....any price below HK$1 is good price esp now at 93 cts. Looking at it, it is very cheap now and for the past 3 weeks it has move up nicely and still at "1/3" it's IPO price. That for me...show that there is great potential of a huge push upwards! While for Noble...it is becoz of it's Vice Chairman who sold 1/3 of his holding that caused it's price shares to fall too but this will be a short-fall.
For the rest....eg, Alibaba, Henderson Inv, GCL-poly, Zijin Mining and Yuexiu Prop will be sold as soon as I can a nice profit for them! Then hold the proceed all in cash till the next opportunity come along to vest again.
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