RE: Bull and bear case?13 Oct 2021 11:13
So diversification is investing in to companies you don't like. Many of the top investors have a lot to say about diversification which to me all makes sense. 15% of my portfolio is in hammerson. I think it is undervalued and as seen through recent sales is capable of selling its assets. This is unlike anything in China with massive debt and the LTV is below 50%.