Asian Century Stocks

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Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
Michael Fritzell
16
Feel free to ask anything that's on your mind
Michael Fritzell
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Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's…
Michael Fritzell
3
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing…
Michael Fritzell
22
Feel free to ask anything that's on your mind
Michael Fritzell
10
23
Paid subscribers are welcome to ask any questions they might have
Michael Fritzell
4
16
Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes
Michael Fritzell
4
The "Guide to Asia-Pacific Markets 2022" report
Michael Fritzell
18
12
Q&A: where do you see value right now? • What stocks might benefit from Omicron-induced herd immunity? • Have growth stocks come off enough that they offer good value? • What other th…
Michael Fritzell
55
3
A list of the best resources available for investors in the region
Michael Fritzell
13
8
Dear subscriber, Here is a short survey that you can use to communicate your thoughts about Asian Century Stocks. I will collect your feedback to help…
Michael Fritzell
1
On the book "The Model: 37 years investing in Asian equities"; reading time: 16 mins
Michael Fritzell
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2
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