Asian Century Stocks | Michael Fritzell | Substack

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Weekly newsletter with links to company reports, investment-related articles and podcasts

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Chinese social media censorship, Sony, LONGi Green Energy, Value Partners

Michael Fritzell

Jun 27

Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan

Michael Fritzell

Jun 20

Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius

Michael Fritzell

Jun 13

China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update

Michael Fritzell

Jun 6

Japanese border reopening, FANUC, YUM China, A2 Milk, KSK, YAVB podcast

Michael Fritzell

May 30

China April statistics, Macau junket operators, CNOOC, industrial robots

Michael Fritzell

May 23

China's soft exit ban, Indian inflation, Uni-President China, Tencent, Nvidia, Shein

Michael Fritzell

May 16

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