What are the two biggest holdings mentioned in the text?
Novem Arcae Technologies' Chen on China Stocks

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7 questions
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1.
OPEN ENDED QUESTION
3 mins • 1 pt
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2.
OPEN ENDED QUESTION
3 mins • 1 pt
How does the speaker describe the current state of the primary markets?
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3.
OPEN ENDED QUESTION
3 mins • 1 pt
What is the significance of the 7% dividend yield mentioned in the text?
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4.
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3 mins • 1 pt
How does the speaker view the future of the financial industry in relation to the Chinese economy?
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5.
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3 mins • 1 pt
What factors contribute to the speaker's decision to hold a diversified portfolio?
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6.
OPEN ENDED QUESTION
3 mins • 1 pt
What is the speaker's perspective on the valuation of stocks in the Hong Kong market?
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7.
OPEN ENDED QUESTION
3 mins • 1 pt
What industries does the speaker mention as being avoided due to high valuations?
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