Personally, I still prefer investing in US stocks over Chinese stocks, especially for a mid- to long-term investment horizon. The US market has consistently rewarded shareholders through stronger earnings growth, continuous innovation, and a business environment that encourages companies to create long-term value. While Chinese stocks can deliver explosive short-term rallies driven by policy support and sentiment, I find their returns to be less predictable over longer periods.

That doesn't mean I ignore opportunities in China. When valuations become overly depressed or supportive policies emerge, I believe there are attractive trading opportunities in quality Chinese companies. However, I generally treat them as tactical positions rather than long-term core holdings. My core portfolio remains focused on US companies that continue to lead global trends in AI, cloud computing, semiconductors, enterprise software, and digital transformation.

At the end of the day, my investment strategy is built around consistency rather than chasing every hot theme. I would rather compound my capital in businesses with proven competitive advantages, strong cash flow, and durable long-term growth. For me, US equities have historically provided a better balance between risk and reward over the long run, which is why they continue to make up the majority of my portfolio.