Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Thematic reports
Who benefits from the weak yen?
An attempt to identify the stocks that will benefit from the weak yen. Estimated reading time: 16 minutes
15 min read
Read next
Discover more from Asian Century Stocks
Deep reports for serious, Asia-focused investors.
By subscribing, I agree to Asian Century Stocks' Terms and Conditions, and acknowledge its Privacy Policy.
Already have an account? Sign in