Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Thematic reports
187 articles
(Page 3)
Analyze capital allocation in 10 easy steps
The case of Koshidaka. Estimated reading time: 28 minutes
Hong Kong property amid rate cuts
A historic moment for Hong Kong's property market. Estimated reading time: 27 minutes
Interview: Raghav Kapoor, Co-founder & CEO of Smartkarma
A discussion about Raghav's background, investment philosophy, Philippine equities, Digiplus, the Indonesian Rupiah, Cardig Aero Services, To Lam, Chinese & Indian stocks and his favorite book.
Complete guide to Singapore REITs
Singapore's REIT market has been hit by higher interest rates, but that headwind seems to be dissipating. Estimated reading time: 33 minutes
3Q2024 update: There Will Be Blood
The yen probably bottomed at 162, China is experiencing deflation, hybrids seem to be winning, Malaysian FDI is booming, Vietnam is turning back to communism
Johor's property market is heating up
Singapore is becoming increasingly connected to nearby Johor. Estimated reading time: 18 mins