Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Thematic reports
Post-war Germany's lessons on inflation
A summary of Bresciani-Turroni's book The Economics of Inflation. Estimated reading time: 24 minutes
21 min read
Read next
Discover more from Asian Century Stocks
Deep reports for serious, Asia-focused investors.
By subscribing, I agree to Asian Century Stocks' Terms and Conditions, and acknowledge its Privacy Policy.
Already have an account? Sign in