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 6)
China worries
Dissecting four of the most common pushbacks against investing in Chinese equities. Estimated reading time: 19 mins
Book review: Handbook on the Psychology of Pricing
On Markus Husemann-Kopetzky's new book. Estimated reading time: 14 minutes
Travel notes: Chiang Mai
Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes
Introduction to the global wristwatch market
Commentary on the Apple Watch, polarisation of the market, watch collecting and more. Estimated reading time: 23 minutes