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Tariffs Turbulence: Why Global Exposure Matters
After a turbulent month in markets sparked by Trump’s latest policies (and posts), it’s a good moment to revisit a timeless idea: geographical diversification. This post explores why Asia still earns a spot in my portfolio despite decades of underperformance.
Tiago Q T
Apr 23, 20258 min read


YZJ Shipbuilding: the Business of Moving the World
Here's why I bought Yangzijiang Shipbuilding (SGX:BS6) after its 30% drop - and plan to hold it long-term.
Tiago Q T
Mar 21, 20255 min read


Bandai Namco and the Business of Nostalgia
A section of a 1989 magazine cover from my collection featuring the protagonists of Saint Seiya. If you grew up in Latin America during...
Tiago Q T
Feb 13, 20256 min read
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