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I have been reducing my Genting shares since it broke the support at $2. I have sold them in batches at $1.9x, $1.8x, $1.7x, $1.6x and $1.5x. So, Genting is no longer my biggest investment. During the recent sell down, I have slowly move my capital into:

  • CMA
  • FSL
  • GAR
  • IndoAgri
  • Noble
  • Yangzijiang

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