Re-introduction to Asian Century Stocks
An introduction for those of you who are new to the newsletter
Portfolio update June 2022
Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes
Monday morning links
Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
Deep-dive 2022-17: Sony
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
The best recent posts on Asian Century Stocks
A monthly reminder of the best posts sent to full subscribers
Monday morning links
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
Seven important macro themes
Macro themes that deserve your attention. Estimated reading time: 15 minutes
Deep-dive 2022-16: Dream International
World leading plush toy manufacturer with exposure to Tokyo Disneyland
Monday morning links
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
Mapping Asia's toy industry
Asia's toy OEMs are small but strong. Estimated reading time: 19 minutes.
20 rules for investing in Vietnam
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
Monday morning links
China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update
Deep-dive 2022-15: Kyushu Railway
Railway operator and real estate developer with COVID-19 catalysts
Portfolio update May 2022
Solid contributions from Jardine C&C, CNOOC and Multi Bintang. Estimated reading time: 19 minutes
Deep-dive 2022-14: FANUC
World leader in CNC devices and industrial robots to enjoy yet another cycle