The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Latest
Variant view: China's zero-COVID policy is dead
Consumer companies benefit from China living with endemic COVID. Estimated reading time: 16 minutes
Portfolio update November 2022
Monster results from MAP Aktif plus tailwinds from a weaker US Dollar. Estimated reading time: 25 minutes
Deep-dive 2022-29: Codan (CDA AU)
Australian metal detector producer selling ”picks and shovels in a gold rush”
Dairy Farm late-2022 update (DFI SP)
Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 14 minutes
Deep-dive 2022-28: Tabcorp
Australian wagering monopoly recovering from COVID-19, helped by new regulation
Inflation-protection provisions are inadequate
Thoughts on inflation inspired by Mark Mobius's new book. Estimated reading time: 18 minutes
Shipbuilding 101 ⚓️
The shipyard industry is cyclical and competitive. But supply has shrunk significantly while demand is picking up. Estimated reading time: 24 minutes
The best posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Expense report template
Here is a template for a request for your employer to expense a subscription to Asian Century Stocks. You can find the template on Google Docs here. Template Dear [name of manager], I’d like to expense a subscription to Asian Century Stocks. It’s a newsletter focusing on equities
