Asian Century Stocks | Michael Fritzell | Substack

Portfolio

Monthly update about my personal Asia-focused portfolio of stocks.

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Slow but steady gains as most of Asia's economies recover from COVID. Estimated reading time: 19 minutes.

Michael Fritzell

Aug 31

Stabilisation and a new BA5 wave in Asia but probably not a big deal. Estimated reading time: 17 minutes.

Michael Fritzell

Jul 29

Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes

Michael Fritzell

Jun 30

Solid contributions from Jardine C&C, CNOOC and Multi Bintang

Michael Fritzell

May 31

Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.

Michael Fritzell

Apr 27

Perhaps some impact from the war, after all... commodity producers should benefit. Estimated reading time: 13 minutes

Michael Fritzell

Mar 25

No major impact from the war in Ukraine. Estimated reading time: 10 minutes

Michael Fritzell

Feb 27

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