Portfolio review May 2024
Finally some interest in Hong Kong equities. Estimated reading time: 29 minutes
Portfolio
Portfolio review April 2024
Monthly update about my personal Asia-focused portfolio of stocks. Estimated reading time: 22 minutes.
Portfolio review March 2024
Monthly update about my personal Asia-focused portfolio of stocks.
Portfolio review February 2024
Hong Kong small caps finally showing signs of life. Estimated reading time: 21 minutes
Portfolio review January 2024
A double-dip in the Hang Seng Index? Estimated reading time: 23 minutes
Portfolio review December 2023
Some further help from the weak US Dollar. Estimated reading time: 21 minutes
Portfolio review November 2023
This feels like an inflection point. Estimated reading time: 24 minutes.
Portfolio review October 2023
Every man needs a hedge. Estimated reading time: 21 minutes.
Portfolio review September 2023
There's no place like Hong Kong. Estimated reading time: 21 minutes.
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 minutes.
Portfolio review July 2023
Indonesia is in a bull market. Estimated reading time: 20 minutes
Portfolio review May 2023
Indonesian consumer stocks are rallying but the real value is in China. Estimated reading time: 29 minutes
Portfolio review April 2023
Adding to three China reopening proxies. Estimated reading time: 28 minutes
Portfolio review March 2023
Positive development in Hong Kong's restaurant industry and Singapore public transport. Disappointment at Ichigo Hotel. Estimated reading time: 23 minutes
Portfolio update February 2023
Rally in MAP Aktif but weaker-than-expected earnings at VTech. Estimated reading time: 24 minutes