Archive - Asian Century Stocks

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Face masks during COVID-19 caused a mix shift from colour cosmetics to skincare. That trend could eventually reverse. Estimated reading time: 19 minutes

Michael Fritzell

Feb 1

January 2023

Kaspi, Xero, Rakuten, Carsales.com, Geo Energy Resources, Duratec

Michael Fritzell

Jan 30

A belated shift to Chinese consumer bets. US Dollar weakness continues to be a tailwind. Estimated reading time: 21 minutes

Michael Fritzell

Jan 29

Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes

Michael Fritzell

Jan 26

Haw Par Corporation, HFDC Bank, The Lottery Corporation, Fairfax India, Anycolor

Michael Fritzell

Jan 23

COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes

Michael Fritzell

Jan 22

Planned for Sunday 22 January 2023. Estimated watching time: 45 minutes

Michael Fritzell

Jan 20

And regulation has been a major driver of growth. Estimated reading time: 13 minutes

Michael Fritzell

Jan 18

Deep-dive 2023-1, Nippon Ichi Software, anime stocks

Michael Fritzell

Jan 16

Deep-dive 2023-1 Watch now (7 min) | Chinese social media company at a COVID-19 inflection point

Michael Fritzell

Jan 15

Online streaming services are creating new demand for anime. Estimated reading time: 15 minutes

Michael Fritzell

Jan 11

Magellan Financial Group, December 2022 portfolio review, China's border reopening

Michael Fritzell

Jan 9

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