Asian Century Stocks | Michael Fritzell | Substack

Portfolio

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

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A belated shift to Chinese consumer bets. US Dollar weakness continues to be a tailwind. Estimated reading time: 21 minutes

Michael Fritzell

Jan 29

A belated shift to Chinese consumer bets. US Dollar weakness continues to be a tailwind. Estimated reading time: 21 minutes

Jan 8

Monster results from MAP Aktif plus tailwinds from a weaker US Dollar. Estimated reading time: 25 minutes

Michael Fritzell

Nov 30, 2022

A further decline in October. Cheap stocks everywhere. Estimated reading time: 16 minutes

Michael Fritzell

Oct 31, 2022

The USD wrecking ball destroying all gains. Estimated reading time: 15 minutes.

Michael Fritzell

Sep 28, 2022

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

Michael Fritzell

Aug 31, 2022

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

Michael Fritzell

Jul 29, 2022

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