2022 March Portfolio Update
Purchase and Sale
I took the opportunity to continue to average down on familiar names which had been beaten down in March.
I had continued to accumulate past position like AMP Limited, Asian Pay TV, Berjaya Corp, DXC Technology, Kaspi.kz, MSOS, NetDragon and Taste Gourmet.
I would no longer be upping my stake in AMP Limited and Taste Gourmet as they have re…