Asian Century Stocks | Michael Fritzell | Substack

Thematic reports

Reports about specific investment-related themes

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

Michael Fritzell

Apr 24

Estimated reading time: 17 minutes

Michael Fritzell

Apr 19

The ins and outs of Asian ETFs. Estimated reading time: 21 minutes

Michael Fritzell

Apr 17

Introduction to the sector, activist profiles and ongoing campaigns. Estimated reading time: 36 minutes

Michael Fritzell

Mar 20

Non-voting common shares trading at large discounts, estimated reading time: 13 mins

Michael Fritzell

Mar 6

A new credit cycle is brewing in China, benefitting property developers. But don't expect a return to the heydays of the early 2010s. Estimated reading…

Michael Fritzell

Feb 6

Troubled sector with recovery potential. Estimated reading time: 18 mins

Michael Fritzell

Jan 23

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