Portfolio

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

Slow but steady gains as most of Asia's economies recover from COVID. Estimated reading time: 19 minutes.
6
Stabilisation and a new BA5 wave in Asia but probably not a big deal. Estimated reading time: 17 minutes.
5
Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes
2
Solid contributions from Jardine C&C, CNOOC and Multi Bintang
7
12
Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.
5
Perhaps some impact from the war, after all... commodity producers should benefit. Estimated reading time: 13 minutes
3
No major impact from the war in Ukraine. Estimated reading time: 10 minutes
3
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