Asian Century Stocks | Michael Fritzell | Substack

Thematic reports

Reports about specific investment-related themes

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The prime beneficiaries will be volume proxies such as Japanese auto parts suppliers. Estimated reading time: 13 minutes

Michael Fritzell

Sep 25

Japan's border is opening up and the weak yen will help, too. Estimated reading time: 12 minutes

Michael Fritzell

Sep 7

A stock screen that combines quality and corporate governance factors. Estimated reading time: 13 minutes

Michael Fritzell

Jul 3

Macro themes that deserve your attention. Estimated reading time: 15 minutes

Michael Fritzell

Jun 19

Asia's toy OEMs are small but strong. Estimated reading time: 19 minutes.

Michael Fritzell

Jun 12

Close to the peak of the cycle, but automotive automation equipment more promising than electronics and P/B low across the board. Estimated reading…

Michael Fritzell

May 22

Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins

Michael Fritzell

Apr 24

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