Portfolio update January 2023
Fundamentals are strong across the board but investor enthusiasm has increased, too. Estimated reading time: 19 minutes
Latest
Luxury Watch Market Analysis (Feb 2026): Rolex Price Rebound and Swiss Export Growth in Asia
Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too
South Korea’s ‘Corporate Value Up’ Reforms: Ending the Korea Discount
South Korea as the next frontier for corporate governance reforms