Asian Century Stocks

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Portfolio update March 2022

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Portfolio

Portfolio update March 2022

Perhaps some impact from the war, after all... commodity producers should benefit. Estimated reading time: 13 minutes

Michael Fritzell
Mar 25, 2022
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Portfolio update March 2022

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Disclaimer: This article constitutes the author’s personal views only and is for entertainment purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advice from a qualified financial advisor. From time to time, the author may hold positions in the below-mentioned stocks consistent with the views and opinions expressed in this article. I have positions in all of the below stocks at the time of publishing this article. This is a disclosure - not recommendations to buy or sell stocks.

Portfolio update

I enjoyed Pierre Andurand’s recent interview on the Bloomberg Odd Lots podcast. One of his arguments was that even though the war in Ukraine might end, sanctions will remain in place until Putin is gone - or until Western European nations are confident that Russia will not invade another country. It might take years before the sanctions are removed.

So we’ll probably see a protracted period of higher energy and food pr…

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