Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Japan
50 articles
(Page 4)
Deep-dive 2022-11: Subaru
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained
Deep-dive 2022-8: T. Hasegawa
Japanese leading flavours & fragrances specialist at a discount to global peers
Complete guide to Japan shareholder activism
Introduction to the sector, activist profiles and ongoing campaigns. Estimated reading time: 36 minutes
Deep-dive 2022-7: Pan Pacific International
Japan's leading discount retailer on the cusp of an international expansion