China's EV subsidies are going to zero
And regulation has been a major driver of growth. Estimated reading time: 13 minutes
Latest
Anime is hot again
Online streaming services are creating new demand for anime. Estimated reading time: 15 minutes
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Monday morning links
Magellan Financial Group, December 2022 portfolio review, China's border reopening
Portfolio update December 2022
A belated shift to Chinese consumer bets. US Dollar weakness continues to be a tailwind. Estimated reading time: 21 minutes
China's borders are reopening
Outbound tourism is set to resume on 8 January 2023. Reading time: 11 minutes
2023 predictions
Bonds, the US Dollar and Chinese consumer stocks. Estimated reading time: 3 minutes
2022 recap
30 Asian value stocks - each with their own stories. Estimated reading time: 23 mins
LG Household & Health late-2022 update (051905 KS)
Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 15 minutes
Monday morning links
TSMC, China Jushi, Far East Consortium, 111 Inc, Asian spin-offs, Indonesia's new criminal code
Eight spin-offs
Only available to paid subscribers. Estimated reading time: 21 mins