Portfolio update September 2025 A weak month for the portfolio, but with three deep dives published, plenty to think about. Michael Fritzell Oct 2, 2025
This newsletter is now on Ghost Summary: Asian Century Stocks has moved from Substack to another platform called Ghost. You don't have to do Michael Fritzell Oct 1, 2025
Deep-dives Bermaz Auto (BAUTO MK) Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E Michael Fritzell Sep 30, 2025
Japan Reader question: The Bank of Kyoto? Estimated reading time: 16 minutes Michael Fritzell Oct 31, 2021
Singapore Deep-dive 2021-16: Jardine Cycle & Carriage A clean bet on the recovery of the Indonesian auto market Michael Fritzell Aug 8, 2021