Sitemap - 2024 - Asian Century Stocks

2024 review

Fairfax India (FIH/U CN) - 2024 update

Season's Greetings

The bubble tea craze

10 Questions with Made in Japan

Links December 2024

The Hongkong & Shanghai Hotels (45 HK)

Portfolio review November 2024

Has the Kaonavi story changed? (4435 JP)

Prada (1913 HK)

Koito Mfgr - 2024 update (7276 JP)

Links November 2024

Anxian Yuan (922 HK)

Trump's tariff plan

Is Fairwood a melting ice cube? (52 HK)

Where are you finding value in Asia?

Portfolio review October 2024

Kaonavi (4435 JP)

Complete guide to Japan's SaaS industry

Links October 2024

Analyze capital allocation in 10 easy steps

Mandarin Oriental (MAND SP)

Vote for this week's deep-dive

What's left in my CPF

Q&A: Modern Dental (3600 HK)

Portfolio review September 2024

Live stream with Daye Deng

New reader? Start here

New reader? Start here

Links September 2024

Samyang Foods (003230 KS)

Hong Kong property amid rate cuts

Boustead Singapore (BOCS SP) - 2024 update

Alternative data for dummies

9 Questions with Afiq Isa

China Overseas Property (2669 HK)

Interview: Raghav Kapoor, Co-founder & CEO of Smartkarma

Portfolio review August 2024

Complete guide to Singapore REITs

10 Questions with Alex Sweet

3Q2024 update: There Will Be Blood

Links August 2024

Astra International (ASII IJ) - 2024 update

Ask Me Anything

Lion Rock Group (1127 HK)

The anti-EV commodities

Yakult Honsha (2267 JP)

Portfolio review July 2024

Samsonite (1910 HK) - 2024 update

Johor's property market is heating up

Links July 2024

Pacific Textiles (1382 HK)

Travel notes: Tokyo

Fu Shou Yuan (1448 HK)

Book review: The Money Miners

Portfolio review June 2024

Links June 2024

Book review: What I Learned about Investing from Darwin

10 Questions with Jon Y at Asianometry

MTR Corporation (66 HK)

Ask me anything

Portfolio review May 2024

Value... Up?

Kansai Paint (4613 JP)

Links May 2024

IMAX China (1970 HK) - mid-2024 update

Macro update for the 2nd quarter of 2024

Best Mart 360 (2360 HK)

Koshidaka (2157 JP) - 2024 update

Travel notes: Hong Kong

Portfolio review April 2024

Book review: Spy the Lie

Links April 2024

Lao Feng Xiang B-share (900905 CH)

The Silver Economy

10 Questions with Chris Beselin

IH Retail (1373 HK) - 2024 update

Closed-end funds at a discount

Micro-Mechanics (MMH SP)

Indonesia after Jokowi

Portfolio review March 2024

Sony (6758 JP) - 2024 update

Links round-up

Pentamaster International (1665 HK)

Book review: Wild Ride

Prosus (PRX NA)

Delfi (DELFI SP) - 2024 update

PropertyGuru (PGRU US)

Druckenmiller's gold miner bet

Links round-up

Portfolio review February 2024

What I read in February 2024

Travel notes: Western Australia

Ginebra San Miguel (GSMI PM)

Macro update for the 1st quarter of 2024

Links round-up

Hong Kong's death has been exaggerated

Straco Corporation (STCO SP)

Portfolio review January 2024

Ask me anything

What I read in January 2024

Fraud in Asia

IMAX China (1970 HK)

Naming and shaming in Japan

Tai Cheung (88 HK)

The cocoa question

What I read in December 2023

Portfolio review December 2023