Asian Century Stocks | Michael Fritzell | Substack

Thematic reports

Reports about specific investment-related themes

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Face masks during COVID-19 caused a mix shift from colour cosmetics to skincare. That trend could eventually reverse. Estimated reading time: 19 minutes

Michael Fritzell

Feb 1

Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes

Michael Fritzell

Jan 26

Online streaming services are creating new demand for anime. Estimated reading time: 15 minutes

Michael Fritzell

Jan 11

Outbound tourism is set to resume on 8 January 2023. Reading time: 11 minutes

Michael Fritzell

Jan 4

Bonds, the US Dollar and Chinese consumer stocks. Estimated reading time: 3 minutes

Michael Fritzell

Dec 31, 2022

Only available to paid subscribers. Estimated reading time: 21 mins

Michael Fritzell

Dec 18, 2022

Another country descending into authoritarianism. Estimated reading time: 8 minutes

Michael Fritzell

Dec 14, 2022

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