Sign up for our free newsletter Asia is the next frontier: 10,000+ stocks yet to be discovered

Portfolio update September 2025

A weak month for the portfolio, but with three deep dives published, plenty to think about.

Michael Fritzell Oct 2, 2025

This newsletter is now on Ghost

Summary: Asian Century Stocks has moved from Substack to another platform called Ghost. You don't have to do

Michael Fritzell Oct 1, 2025

Deep-dives

Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E

Michael Fritzell Sep 30, 2025

Links

Taste Gourmet, Li Auto, DISCO Corporation, Bresciani-Turroni, Karl Ehlerding, Jon Turek, Taiwan's 1980s bubble

Michael Fritzell Jul 25, 2022

Deep reports for serious, Asia-focused investors.

Over 20,000+ subscribers

By subscribing, I agree to Asian Century Stocks' Terms and Conditions, and acknowledge its Privacy Policy.

Privacy Policy Cookie Policy Terms and Conditions

Already have an account? Sign in