Asian Century Stocks - Asian Century Stocks

Portfolio update September 2025

A weak month for the portfolio, but with three deep dives published, plenty to think about.

Michael Fritzell Oct 2, 2025

Summary: Asian Century Stocks has moved from Substack to another platform called Ghost. You don't have to do

Michael Fritzell Oct 1, 2025

Deep-dives

Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E

Michael Fritzell Sep 30, 2025

3 articles

A monthly reminder of the best recent posts sent to paid subscribers

Asian Century Stocks Jan 10, 2023

Portfolio

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

Asian Century Stocks Jan 8, 2023

Deep-dives

Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 15 minutes

Asian Century Stocks Dec 22, 2022