Asian Century Stocks

Home
Deep-dives
Portfolio
Thematic reports
Archive
Leaderboard
About
New
Top
Discussion
Travel notes: Chiang Mai
Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes
 • 
Michael Fritzell
September 2023
10 Questions with InflationX
Global fixed income specialist
 • 
Michael Fritzell
5
Kimly (KMLY SP)
Watch now (8 mins) | High-ROE coffeeshop operator with a clean balance sheet at 11x P/E
 • 
Michael Fritzell
1
Introduction to the global wristwatch market
Commentary on the Apple Watch, polarisation of the market, watch collecting and more. Estimated reading time: 23 minutes
 • 
Michael Fritzell
16
Thai Beverage update (THBEV SP)
Decent post-COVID recovery but some regulatory pressure. Estimated reading time: 15 minutes
 • 
Michael Fritzell
Hidden Champions among India's ADRs/GDRs
Several high-quality Indian companies listed overseas. Estimated reading time: 13 minutes
 • 
Michael Fritzell
6
CK Hutchison update (1 HK)
Blue-chip conglomerate facing inflation pressures. Estimated reading time: 18 minutes
 • 
Michael Fritzell
2
Your feedback
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in…
 • 
Michael Fritzell
Portfolio review August 2023
Headlines on Chinese stocks more negative than ever. But I'm personally more worried about stocks in the rest of the world. Estimated reading time: 24…
 • 
Michael Fritzell
2
August 2023
What I read in August 2023
Estimated reading time: 17 minutes
 • 
Michael Fritzell
1
The Philippine Stock Exchange (PSE PM)
Watch now (12 mins) | Exchange monopoly at a reasonable price with a GGash kicker
 • 
Michael Fritzell
1
Alibaba: SOTP with Chinese characteristics
Estimated reading time: 19 minutes
 • 
Michael Fritzell
5
© 2023 Delante Media Pte Ltd
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing