For stocks, I'm holding on to SE, SQ, IPOE and AGC, and I will continue buying more in the future. Sea and Grab will allow me to have Southeast Asia tech exposure, which I believe has plenty of room to grow given the relatively low internet penetration rates currently. Both Sea's and Grab's local digital banking licence may also provide a further catalyst to their business. And on the topic of digibanks, Square and SoFi will allow me to have exposure to the US mobile banking industry :)
Hi Anon,
For stocks, I'm holding on to SE, SQ, IPOE and AGC, and I will continue buying more in the future. Sea and Grab will allow me to have Southeast Asia tech exposure, which I believe has plenty of room to grow given the relatively low internet penetration rates currently. Both Sea's and Grab's local digital banking licence may also provide a further catalyst to their business. And on the topic of digibanks, Square and SoFi will allow me to have exposure to the US mobile banking industry :)
Cheers!