I downgraded ASML Holding N.V. (NASDAQ: ASML ) to 'Sell' in July 2024, arguing the near-term risk of China's export restrictions. Since then, the stock price has declined by more than 16%. In hindsight, I made the right call by cashing out my ASML positions. Recently, Shanghai MicroelectronicsMore than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing ...