Sitemap - 2022 - Asian Century Stocks

2023 predictions

2022 recap

Monday morning links

Season's Greetings

LG Household & Health late-2022 update (051905 KS)

Monday morning links

Eight spin-offs

Indonesia's new criminal code threatens liberty

🔗 Monday morning links

Deep-dive 2022-30: Café de Coral (341 HK)

Glucose monitors will become mainstream

Monday morning links 🔗

Variant view: China's zero-COVID policy is dead

Portfolio update November 2022

Monday morning links 🔗

Deep-dive 2022-29: Codan (CDA AU)

Dairy Farm late-2022 update (DFI SP)

Monday morning links 🔗

Asian Century Stocks annual 2022 survey

Deep-dive 2022-28: Tabcorp

Monday morning links 🔗

Inflation-protection provisions are inadequate

Monday morning links 🔗

Shipbuilding 101 ⚓️

Expense report template

Recommendations of other Substacks

Portfolio update October 2022

Monday morning links

Deep-dive 2022-27: Casio Computer (6952 JP)

10 Hong Kong stocks with unusual insider buying

Monday morning links

Who benefits from the weak yen?

Ask me anything

Monday morning links

Deep-dive 2022-26: VTech (303 HK)

Monday morning links

Introduction to Asia's fertiliser industry

Borrowing ideas from funds, part 5

Monday morning links

Deep-dive 2022-25: Koito Manufacturing (7276 JP)

Portfolio update September 2022

Monday morning links

Variant view: The automotive chip shortage is over

Monday morning links

Deep-dive 2022-24: Swire Pacific B-share

Monday morning links

Deep-dive 2022-23: Delta Djakarta

Variant view: Japan's coming tourism boom

Monday morning links

Deep-dive 2022-22: Kansai Electric Power (9503 JP)

Portfolio update August 2022

Monday morning links

Uni-Charm Indonesia mid-2022 update

Monday morning links

Deep-dive 2022-21: Niu Technologies

Monday morning links

Deep-dive 2022-20: Velesto Energy

Monday morning links

10 Questions with Michael Dunne

Monday morning links

Portfolio update July 2022

Deep-dive 2022-19: Samsonite

Monday morning links

Interview with Herald van der Linde

Post-war Germany's lessons on inflation

Taste Gourmet meeting notes

Monday morning links

United Plantations 2022 update

Ask Me Anything on Asian equities

10 Questions with "Clayton"

Monday morning links

Deep-dive 2022-18: Largan Precision

Vacation reading list for 2022

Monday morning links

A technique for screening out frauds

Portfolio update June 2022

Monday morning links

Deep-dive 2022-17: Sony

Monday morning links

Seven important macro themes

Deep-dive 2022-16: Dream International

Monday morning links

Mapping Asia's toy industry

20 rules for investing in Vietnam

Monday morning links

Deep-dive 2022-15: Kyushu Railway

Portfolio update May 2022

Monday morning links

Deep-dive 2022-14: FANUC

Monday morning links

The industrial robot cycle

Ask Me Anything on Asian equities

CNOOC: 2022 update

Monday morning links

Deep-dive 2022-13: Uni-President China

Monday morning links

Deep-dive 2022-12: Ten Sixty Four

Battling a bear market

Monday morning links

Deep-dive 2022-11: Subaru

Portfolio update April 2022

Monday morning links

Mapping the Asian airport sector

Borrowing ideas from funds, part 4

Monday morning links

Mapping the Asian ETF market

Monday morning links

Deep-dive 2022-10: Genting Singapore

Ask Me Anything on Asian equities

Monday morning links

Deep-dive 2022-9: Thai Beverage

Monday morning links

Deep-dive 2022-8: T. Hasegawa

Portfolio update March 2022

Monday morning links

Complete guide to Japan shareholder activism

Monday morning links

Deep-dive 2022-7: Pan Pacific International

Ask Me Anything on Asian equities

Monday morning links

Korean preference shares

Deep-dive 2022-6: Baiyunshan Pharma

Monday morning links

Portfolio update February 2022

A 360 degree view on Thai small-caps

Monday morning links

Deep-dive 2022-5: Uni-Charm Indonesia

Introduction to Asia-Pacific markets

Monday morning links

Deep-dive 2022-4: LG Household & Healthcare preference share

Ask Me Anything on Asian equities

Monday morning links

The Chinese property market is turning

Q&A: where do you see value right now?

Monday morning links

Deep-dive 2022-3: MAP Aktif Adiperkasa

Monday morning links

Portfolio update January 2022

Chinese supermarket wars

Monday morning links

Deep-dive 2022-2: CK Hutchison

Resources for Asia-focused investors

Monday morning links

Introduction to ASEAN cement

Deep-dive 2022-1: Holcim Philippines

Monday morning links