Sitemap - 2023 - Asian Century Stocks

Macro update for the 4th quarter of 2023

China worries

Portfolio review November 2023

What I read in November 2023

The Asian pet industry

Fairfax India (FIH/U CN)

SUTL Enterprise (SUTL SP)

China Tower (788 HK)

Portfolio review October 2023

What I read in October 2023

Pricing power, revisited

Hartalega update (HART MK)

Ask me anything

China Overseas Land & Investment (688 HK)

Australia's coming housing bust

Plover Bay Technologies (1523 HK)

What I read in September 2023

Portfolio review September 2023

Travel notes: Chiang Mai

10 Questions with InflationX

Kimly (KMLY SP)

Introduction to the global wristwatch market

Thai Beverage update (THBEV SP)

Hidden Champions among India's ADRs/GDRs

CK Hutchison update (1 HK)

Your feedback

Portfolio review August 2023

What I read in August 2023

The Philippine Stock Exchange (PSE PM)

Alibaba: SOTP with Chinese characteristics

Ask me anything

Sierra Rutile (SRX AU)

Top 20 book recommendations

L'Occitane (973 HK)

Travel notes: Manila

Portfolio review July 2023

What I read in July 2023

Hidden champions of Taiwan

What if the yen strengthens?

International Housewares Retail (1373 HK)

The global plane shortage

Multi Bintang update (MLBI IJ)

Culture: decoded

Portfolio review June 2023

A View From Asia

How to become an Asian tycoon

Invite your friends to read Asian Century Stocks

Hidden champions among China's ADRs

Fuji Corp Miyagi (7605 JP)

Catalyst: Mutant Mayhem

Hong Kong's tourism boom

Portfolio review May 2023

Major Cineplex update (MAJOR TB)

Ryohin Keikaku (7453 JP)

Ask me anything

Monday morning links

MacroAsia (MAC PM)

Long-term front-running

Monday morning links

Deep-dive 2023-8: NagaCorp (3918 HK)

Monday morning links

Portfolio review April 2023

Monday morning links

Hidden champions of Hong Kong

Borrowing ideas from funds, part 6

Monday morning links

Deep-dive 2023-7

Playing Red Roulette

Monday morning links

The glove cycle is bottoming

Monday morning links

Hidden champions of Singapore

Portfolio review March 2023

Monday morning links

Deep-dive 2023-6

Winners of China's "daigou" crackdown

Monday morning links

Deep-dive 2023-5


Monday morning links

En-Japan update (4849 JP)

Chinese ADRs are safe from delisting, for now

Monday morning links

The Japanese restaurants that will prosper beyond COVID

10 Questions with Dmitry Baulin

Monday morning links

Portfolio update February 2023

Deep-dive 2023-4: UMP Healthcare (722 HK)

10 Questions with ChatGPT

Monday morning links

Deep-dive 2023-3: Boustead Singapore (BOCS SP)

Lithium is moving into oversupply

Monday morning links

Asia buyback screen, 2023 version

The 2023 box office looks promising

Monday morning links

Deep-dive 2023-2

Masks off!

Monday morning links

Portfolio update January 2023

The Moody's manuals, but for Taiwan

Monday morning links

Haw Par Corporation update (HPAR SP)

Special webinar: How you can identify fraud

China's EV subsidies are going to zero

Monday morning links

Deep-dive 2023-1

Anime is hot again

Monday morning links

Portfolio update December 2022

China's borders are reopening

Monday morning links