Far East Capital Newsletter
Dragging along the bottom
1 Aug 2026

In This Issue


Weekly Commentary

Dragging along the bottom

Investors have been asking why their favourite stocks are doing so poorly when only six months ago they were all the rage. They ask me what has gone wrong, as I perform the role of a grief counsellor (it gets a bit monotonous). The only real answer I can give is "it's a bear market". It is no one's fault but at the same time it is everyone's fault. No matter how good the individual merits of a particular stock may be, it is almost impossible to escape the claws of the bear. So, we all have to suck it in for the time being.

This week we cover a few stocks; Energy Transition Minerals, Kaiser Reef and Kingfisher Mining. 

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