Macro update for the 4th quarter of 2023
Listening time: 30 mins
Latest
Thematic reports
China worries
Dissecting four of the most common pushbacks against investing in Chinese equities. Estimated reading time: 19 mins
Portfolio
Portfolio review November 2023
This feels like an inflection point. Estimated reading time: 24 minutes.
Thematic reports
What I read in November 2023
Estimated reading time: 18 minutes
Thematic reports
The Asian pet industry
The rise of COVID-era "fur babies". Estimated reading time: 14 mins
New posts from Asian Century Stocks
A reminder of the best recent posts
Deep-dives
Fairfax India (FIH/U CN)
Smart investor in a promising country at a 40% discount
Deep-dives
SUTL Enterprise (SUTL SP)
Asia’s best marina in a growing city at a P/E of 7x
Mainland China
China Tower (788 HK)
State monopoly with rapidly falling depreciation charges
Portfolio
Portfolio review October 2023
Every man needs a hedge. Estimated reading time: 21 minutes.
Thematic reports
What I read in October 2023
Estimated reading time: 17 minutes
Thematic reports
Markus Husemann-Kopetzky on Pricing
On Markus Husemann-Kopetzky's new book. Estimated reading time: 14 minutes