Portfolio update January 2023
Fundamentals are strong across the board but investor enthusiasm has increased, too. Estimated reading time: 19 minutes
Fundamentals are strong across the board but investor enthusiasm has increased, too. Estimated reading time: 19 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
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.
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.
Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes
Solid contributions from Jardine C&C, CNOOC and Multi Bintang. Estimated reading time: 19 minutes
Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.
Perhaps some impact from the war, after all... commodity producers should benefit. Estimated reading time: 13 minutes
No major impact from the war in Ukraine. Estimated reading time: 10 minutes
Omicron bloodbath - staying the course. Estimated reading time: 7 mins
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