A lot has happened since our last update as we see the deplorable invasion of Ukraine by Russia resulting in unprecedented sanctions. We also see a resurgence of COVID in Mainland China and negative sentiment in many markets. This has slowed the recovery in tourism and travel. An area that has also changed significantly is tech stocks. Previously we’ve discussed potential investment ideas such as West Japan Railway Company in Japan and FPT Corporation in Vietnam. Today we’ll discuss our investment in Spotify from Sweden.
I like this, folks ...