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Seven important macro themes
Macro themes that deserve your attention. Estimated reading time: 15 minutes
Michael Fritzell
Jun 19
5
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Seven important macro themes
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Mapping Asia's toy industry
Asia's toy OEMs are small but strong. Estimated reading time: 19 minutes.
Michael Fritzell
Jun 12
4
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Mapping Asia's toy industry
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The industrial robot cycle
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
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The industrial robot cycle
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Mapping the Asian airport sector
Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins
Michael Fritzell
Apr 24
9
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Mapping the Asian airport sector
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Borrowing ideas from funds, part 4
Estimated reading time: 17 minutes
Michael Fritzell
Apr 19
4
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Borrowing ideas from funds, part 4
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Mapping the Asian ETF market
The ins and outs of Asian ETFs. Estimated reading time: 21 minutes
Michael Fritzell
Apr 17
11
12
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Mapping the Asian ETF market
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Complete guide to Japan shareholder activism
Introduction to the sector, activist profiles and ongoing campaigns. Estimated reading time: 36 minutes
Michael Fritzell
Mar 20
7
2
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Complete guide to Japan shareholder activism
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Korean preference shares
Non-voting common shares trading at large discounts, estimated reading time: 13 mins
Michael Fritzell
Mar 6
1
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Korean preference shares
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The Chinese property market is turning
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
6
2
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The Chinese property market is turning
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Chinese supermarket wars
Troubled sector with recovery potential. Estimated reading time: 18 mins
Michael Fritzell
Jan 23
3
3
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Chinese supermarket wars
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Introduction to ASEAN cement
Estimated reading time: 19 mins
Michael Fritzell
Jan 9
2
1
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Introduction to ASEAN cement
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New predictions for 2022
Estimated reading time: 4 minutes
Michael Fritzell
Dec 31, 2021
1
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New predictions for 2022
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