Monday, 2 February 2026

3010.HK ETF First chips, now India

 


Just last month, I talked about how I have been buying 3010.HK to gain exposure to the India stock market, just in case India benefits from the China tariffs, but ended up benefiting because the ETF holds a lot of TSMC as well as Korean chip companies. With the US announcing a trade deal with India last night, we should see a decent rally in India stock prices.



In other news, I bought a bit of ETHA just to do some trading during the crypto crash. I've talked about my Gold & Silver holdings a little but I'm not interested in accumulating more. It seems that there is a disconnect between the physical market and the paper market (which might be seeing some manipulation).





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