Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
651 articles
(Page 25)
Portfolio review April 2023
Adding to three China reopening proxies. Estimated reading time: 28 minutes
Monday morning links
Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6
Hidden champions of Hong Kong
An attempt to find the best businesses listed in Hong Kong. Estimated reading time: 33 minutes.
Book review: Red Roulette
What I learnt from Desmond Shum's book. Estimated reading time: 10 minutes.
The best recent posts on Asia Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
The glove cycle is bottoming
Inventories have most likely peaked and glove prices bottomed. Estimated reading time: 15 minutes
Hidden champions of Singapore
An attempt to find the best businesses in Singapore. Estimated reading time: 24 minutes