#1 newsletter for Asian value stocks
Asian Century Stocks helps readers become experts on Asian equities. Free subscribers get occasional teaser emails. Paid subscribers get over 20 write-ups per year, thought-provoking thematic reports and monthly portfolio updates. You also get access to a community of like-minded investors.
The Best of Asian Century Stocks
Deep-dives
Hong Kong supermarket operator Best Mart 360 (2360 HK)
Hong Kong property developer Tai Cheung (88 HK)
Philippine gin brand Ginebra San Miguel (GSMI PM)
Investment fund Fairfax India (FIH/U CN)
Hong Kong router developer Plover Bay Technologies (1523 HK)
Japanese tire retailer Fuji Corp Miyagi (7605 JP)
Hong Kong-listed luggage maker Samsonite (1910 HK)
Australian metal detector producer Codan (CDA AU)
Indonesian chocolate brand Delfi (DELFI SP)
Hello Kitty inventor Sanrio (8136 JP)
Japanese karaoke bar operator Koshidaka (2157 JP)
Thematic reports
Complete guide to Singapore REITs
Hong Kong’s death has been exaggerated
Tokyo Stock Exchange’s corporate governance reforms
Travel notes: Hong Kong
Stan Druckenmiller’s views on gold
Book review: Fraud in Asia
The rubber glove cycle is bottoming
Japans’ restaurant industry
The new anime fad
China’s border reopening
Review of Claire Barnes’ book Asia’s Investment Prophets
Speculation in 1980s Taiwan
Hidden champions of Hong Kong
Portfolio updates
Portfolio update August 2024
Portfolio update July 2024
Portfolio update June 2024
You can also find the full Table of Contents here:
Discover value stocks in Asia-Pacific
Subscribers receive over 20 deep-dive reports per year, thought-provoking thematic reports, insights into my Asia-focused portfolio and access to a community of Asia-focused investors.
The Asian Century Stocks Substack is an investment education website managed by Delante Media. The company is not licensed or regulated to carry on business in providing any financial advisory service. Any information provided on this site is meant purely for informational and investor educational purposes and should not be relied upon as financial advice.
