Deep-dives
Midea (300 HK)
Home appliances giant at 13x P/E with a hidden robotics asset
Latest
Thematic reports
Indonesian land seizures
A return to statism
Insiders
Insider activity December 2025
Chinese insider activity flashing red
Thematic reports
Japan's high school tuition reforms
Greater subsidies to Japanese households
Deep-dives
Update: Poper Co (5134 JP)
Software developer for Japanese cram schools at 1.0x EV/Sales
New reader? Start here
Welcome to Asian Century Stocks
Portfolio
Portfolio update December 2025
A nice end to the year
Thematic reports
Yahoo Finance rankings
Could they be contrarian signals?
Thematic reports
The DRAM capital cycle
The cycle will eventually turn... but not yet
Thematic reports
India's development trajectory
A brief history of entrepreneurship in India
Links
Links December 2025
The best Asia equities-related links anywhere online
Thematic reports
Has the Labubu bubble popped?
Beanie Babies vs Sanrio