Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Portfolio
47 articles
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Portfolio update August 2022
Slow but steady gains as most of Asia's economies recover from COVID. Estimated reading time: 19 minutes.
Portfolio update July 2022
Stabilisation and a new BA5 wave in Asia but probably not a big deal. Estimated reading time: 17 minutes.
Portfolio update June 2022
Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes
Portfolio update May 2022
Solid contributions from Jardine C&C, CNOOC and Multi Bintang. Estimated reading time: 19 minutes
Portfolio update April 2022
Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.
Portfolio update March 2022
Perhaps some impact from the war, after all... commodity producers should benefit. Estimated reading time: 13 minutes
Portfolio update February 2022
No major impact from the war in Ukraine. Estimated reading time: 10 minutes
Portfolio update January 2022
Omicron bloodbath - staying the course. Estimated reading time: 7 mins
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