I don't know about these things. I don't think it's relevant if you own stocks that are trading at a P/E of 1.
I don't even follow the overall economy or developments within the sector much. China has opened up its borders a couple of times, causing a blow to SIAF's earnings. Sleepy cod, cattle prices come to mind. But the aquaculture division can adapt and they will always beat the competition by a wide margin.
I did focus on the sector for CCCL in the past. Real estate, gold, oil, all those things are risky investments IMO.
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