Portfolio review August 2023
Headlines on Chinese stocks more negative than ever. But I'm personally more worried about stocks in the rest of the world. Estimated reading time: 24 minutes.
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The Philippine Stock Exchange (PSE PM)
Exchange monopoly at a reasonable price with a GGash kicker
L'Occitane (973 HK)
Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset
Portfolio review July 2023
Indonesia is in a bull market. Estimated reading time: 20 minutes
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