
The financial stocks in my portfolio have been on a roller coaster these past two days. China Ping An and AIA actually moved against their target prices, and no positive news seemed to help—they even made the short-selling list, which was both frustrating and laughable. On the banking side, ICBC and Bank of China were relatively stable, barely keeping the floating gains from early this year afloat. Lately, the market has been full of 'policy expectations' and foreign investors turning bearish. Watching all this unfold, all I can say is: Stay zen, treat them as dividend stocks if you're risk-averse, don’t take it too seriously—just survive.
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