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Portfolio review February 2024
Hong Kong small caps finally showing signs of life. Estimated reading time: 21 minutes
Mar 1
•
Michael Fritzell
16
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Portfolio review February 2024
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February 2024
Portfolio review January 2024
A double-dip in the Hang Seng Index? Estimated reading time: 23 minutes
Feb 1
•
Michael Fritzell
8
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Portfolio review January 2024
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January 2024
Portfolio review December 2023
Some further help from the weak US Dollar. Estimated reading time: 21 minutes
Jan 3
•
Michael Fritzell
4
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Portfolio review December 2023
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November 2023
Portfolio review November 2023
This feels like an inflection point. Estimated reading time: 24 minutes.
Nov 29, 2023
•
Michael Fritzell
9
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Portfolio review November 2023
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October 2023
Portfolio review October 2023
Every man needs a hedge. Estimated reading time: 21 minutes.
Oct 31, 2023
•
Michael Fritzell
13
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Portfolio review October 2023
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Portfolio review September 2023
There's no place like Hong Kong. Estimated reading time: 21 minutes.
Oct 2, 2023
•
Michael Fritzell
18
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Portfolio review September 2023
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September 2023
Portfolio review August 2023
Headlines on Chinese stocks more negative than ever. But I'm personally more worried about stocks in the rest of the world. Estimated reading time: 24…
Sep 1, 2023
•
Michael Fritzell
20
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Portfolio review August 2023
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July 2023
Portfolio review July 2023
Indonesia is in a bull market. Estimated reading time: 20 minutes
Jul 26, 2023
•
Michael Fritzell
21
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Portfolio review July 2023
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June 2023
Portfolio review June 2023
The value is in Hong Kong. Estimated reading time: 24 minutes
Jun 27, 2023
•
Michael Fritzell
13
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Portfolio review June 2023
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May 2023
Portfolio review May 2023
Indonesian consumer stocks are rallying but the real value is in China. Estimated reading time: 29 minutes
May 28, 2023
•
Michael Fritzell
19
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Portfolio review May 2023
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April 2023
Portfolio review April 2023
Adding to three China reopening proxies. Estimated reading time: 28 minutes
Apr 30, 2023
•
Michael Fritzell
4
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Portfolio review April 2023
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March 2023
Portfolio review March 2023
Positive development in Hong Kong's restaurant industry and Singapore public transport. Disappointment at Ichigo Hotel. Estimated reading time: 23…
Mar 29, 2023
•
Michael Fritzell
7
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Portfolio review March 2023
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