Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
651 articles
(Page 23)
Hidden champions of Taiwan
An attempt to find the best businesses in Taiwan. Estimated reading time: 31 minutes.
What if the yen strengthens?
Sectors such as consumer staples, utilities and pharmaceuticals would benefit. Estimated reading time: 13 minutes
International Housewares Retail (1373 HK)
Hong Kong discount retailer at half the global peer group multiple
The global plane shortage
Strong demand and constraints in supply. Estimated reading time: 13 minutes
Multi Bintang update (MLBI IJ)
The return of tourists to Bali the last piece of the Multi Bintang puzzle. Estimated reading time: 17 minutes
Book review: The Culture Map
A summary of Erin Meyer's book on culture. Estimated reading time: 16 minutes
Book review: Asian Godfathers
A book by Joe Studwell on how to become an Asian tycoon. Estimated reading time: 22 minutes
Hidden champions among China's ADRs
An attempt to find the best Chinese businesses listed in the United States. Estimated reading time: 32 minutes