Portfolio

Monthly update about my personal Asia-focused portfolio of stocks.

A belated shift to Chinese consumer bets. US Dollar weakness continues to be a tailwind. Estimated reading time: 21 minutes
A belated shift to Chinese consumer bets. US Dollar weakness continues to be a tailwind. Estimated reading time: 21 minutes
Monster results from MAP Aktif plus tailwinds from a weaker US Dollar. Estimated reading time: 25 minutes
2
A further decline in October. Cheap stocks everywhere. Estimated reading time: 16 minutes
The USD wrecking ball destroying all gains. Estimated reading time: 15 minutes.
5
Slow but steady gains as most of Asia's economies recover from COVID. Estimated reading time: 19 minutes.
Stabilisation and a new BA5 wave in Asia but probably not a big deal. Estimated reading time: 17 minutes.
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