Asian Century Stocks

Asian Century Stocks

Home
Deep-dives
Portfolio
Thematic reports
Links
Q&A
Archive
About
Portfolio review December 2024
One new position. Estimated reading time: 22 minutes
Jan 3 • 
Michael Fritzell
13

Share this post

Asian Century Stocks
Asian Century Stocks
Portfolio review December 2024
Portfolio update June 2025
Another strong month. Estimated reading time: 28 minutes
Jun 29 • 
Michael Fritzell
28

Share this post

Asian Century Stocks
Asian Century Stocks
Portfolio update June 2025
4
Portfolio review November 2024
Oh well. Estimated reading time: 32 minutes
Dec 1, 2024 • 
Michael Fritzell
18

Share this post

Asian Century Stocks
Asian Century Stocks
Portfolio review November 2024
6
Portfolio review August 2024
Sailing through the yen volatility. Estimated reading time: 31 minutes
Sep 1, 2024 • 
Michael Fritzell
19

Share this post

Asian Century Stocks
Asian Century Stocks
Portfolio review August 2024
3
Portfolio review October 2024
One new position. Estimated reading time: 20 minutes
Nov 1, 2024 • 
Michael Fritzell
19

Share this post

Asian Century Stocks
Asian Century Stocks
Portfolio review October 2024
Portfolio review March 2025
Liberation day? Estimated reading time: 26 minutes
Apr 3 • 
Michael Fritzell
17

Share this post

Asian Century Stocks
Asian Century Stocks
Portfolio review March 2025
Portfolio review January 2025
Big news for the Philippines. Estimated reading time: 24 minutes
Jan 29 • 
Michael Fritzell
14

Share this post

Asian Century Stocks
Asian Century Stocks
Portfolio review January 2025
Portfolio review April 2024
Monthly update about my personal Asia-focused portfolio of stocks. Estimated reading time: 22 minutes.
Apr 28, 2024 • 
Michael Fritzell
20

Share this post

Asian Century Stocks
Asian Century Stocks
Portfolio review April 2024
4
Portfolio review April 2025
Liberated. Estimated reading time: 30 minutes
Apr 30 • 
Michael Fritzell
14

Share this post

Asian Century Stocks
Asian Century Stocks
Portfolio review April 2025
12
Portfolio review July 2023
Indonesia is in a bull market. Estimated reading time: 20 minutes
Jul 26, 2023 • 
Michael Fritzell
21

Share this post

Asian Century Stocks
Asian Century Stocks
Portfolio review July 2023
Portfolio review July 2024
Cleaning up the portfolio for several new names. Estimated reading time: 25 minutes
Jul 31, 2024 • 
Michael Fritzell
17

Share this post

Asian Century Stocks
Asian Century Stocks
Portfolio review July 2024
1
Portfolio review August 2023
Headlines on Chinese stocks more negative than ever. But I'm personally more worried about stocks in the rest of the world. Estimated reading time: 24…
Sep 1, 2023 • 
Michael Fritzell
20

Share this post

Asian Century Stocks
Asian Century Stocks
Portfolio review August 2023
2
© 2025 Delante Media Pte Ltd
Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share