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Whether you are a bull or a bear, the excessive distortion between new economy and traditional stocks cannot be ignored – last week’s retrenchment is a good reminder to position portfolios carefully. Chartwell’s Ronald Chan shared his thoughts with the FT last week on how he thinks portfolios can capture upside yet also be smart to protect on the downside. Please read the article through the following link:

https://www.ftchinese.com/story/001091593?archive=