Portfolio update August 2022

Slow but steady gains as most of Asia's economies recover from COVID. Estimated reading time: 19 minutes.

Aug 31, 2022

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Portfolio update

August was a good month for the portfolio, up +2.9% vs late July and +5.6% since its inception in October 2021 - all in US Dollar terms.

The strength of the US Dollar continues to be a headwind for EM and Japanese assets. But I don’t have a strong view of the future direction of the dollar.

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