G-7 agreed on a new infrastructure plan to counter China's Belt and Road Initiative. The US Senate passed a bill to address the China tech threat. Mean…
Michael Fritzell
Here are a few key themes for 2022 that I think might help you with idea generation: 1. Delta variant surprise outbreaks As I have argued in this previ…
Michael Fritzell
QAF Limited (QAF SP) is the largest bakery company in Singapore, Malaysia and the Philippines. The company owns two major brand names called Gardenia a…
Michael Fritzell
Xi Jinping said that China will go on a charm offensive and try to portray a more positive picture of itself to the outside world. Liu He and US Treasu…
Michael Fritzell
A few Substack writers and other market commentators have recently argued for a recovery in energy stocks. While such a recovery has already been witne…
Michael Fritzell
The financial bubble that gripped Taiwan in the 1980s is one of the greatest that the world has ever seen. Stock prices went up by more than 12x in les…
Michael Fritzell
Biden’s Asia czar Kurt Campbell said the era of engagement with China is over. The main port in Shenzhen closed down over the weekend due to an outbrea…
Michael Fritzell
The SARS-CoV-2 variant B.1.617.2 that was first detected in India is likely to become a global problem. There are two key issues with B.1.617.2: Vaccin…
Michael Fritzell
En-Japan (4849 JP) is a Japanese online recruitment company. It owns a large and growing platform for job advertisements, with a user-generated company…
Michael Fritzell
It’s 9.00 am here in Singapore, and in front of me is part of the product line-up of Delfi (ticker: DELFI SP). Over the past few days, I’ve gone on a q…
Michael Fritzell
There is an increasing amount of evidence that Pfizer-BioNTech’s and Moderna’s mRNA vaccines don’t work as well against B.1.617, the variant responsibl…
Michael Fritzell
Summary The Asian dairy industry has underlying growth momentum, especially in Southeast Asia, where penetration rates are low and demographics excelle…
Michael Fritzell