Latest

Thematic reports

Myopia stocks in Asia

80%+ of high school students in East Asia are afflicted. Which companies benefit?

,   and  Michael Fritzell

19 January 2026

Deep-dives

Midea (300 HK)

Home appliances giant at 13x P/E with a hidden robotics asset

,   and  Michael Fritzell

18 January 2026

Thematic reports

Indonesian land seizures

A return to statism

,   and  Michael Fritzell

12 January 2026

Insiders

Insider activity December 2025

Chinese insider activity flashing red

,   and  Michael Fritzell

11 January 2026

Thematic reports

Japan's high school tuition reforms

Greater subsidies to Japanese households

,   and  Michael Fritzell

6 January 2026

Deep-dives

Update: Poper Co (5134 JP)

Software developer for Japanese cram schools at 1.0x EV/Sales

,   and  Michael Fritzell

4 January 2026

New reader? Start here

Welcome to Asian Century Stocks

,   and  Michael Fritzell

3 January 2026

Portfolio

Portfolio update December 2025

A nice end to the year

,   and  Michael Fritzell

2 January 2026

Thematic reports

Yahoo Finance rankings

Could they be contrarian signals?

,   and  Michael Fritzell

30 December 2025

Thematic reports

The DRAM capital cycle

The cycle will eventually turn... but not yet

,   and  Michael Fritzell

22 December 2025

Thematic reports

India's development trajectory

A brief history of entrepreneurship in India

,   and  Michael Fritzell

21 December 2025

Links

Links December 2025

The best Asia equities-related links anywhere online

,   and  Michael Fritzell

21 December 2025

Thematic reports

Has the Labubu bubble popped?

Beanie Babies vs Sanrio

,   and  Michael Fritzell

14 December 2025

Welcome to Asian Century Stocks

An introduction to Asian Century Stocks

,   and  Michael Fritzell

12 December 2025

Insiders

Insider activity November 2025

Insider selling has picked up in Japan

,   and  Michael Fritzell

10 December 2025

Deep-dives

freee (4478 JP)

Japanese SME business platform at 3.7x EV/Sales

,   and  Michael Fritzell

7 December 2025