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
Links Asia links 18 Mar 2021: HK farmland, Korean fintech, demographics Michael Fritzell Mar 18, 2021
Links Asia links 4 Mar 2021: Chinese SOEs, Indonesia's omnibus law, Korean property Michael Fritzell Mar 4, 2021
Links Asia links 25 Feb 2021: Macau casinos, vaccine roll-out, Indonesian property Michael Fritzell Feb 25, 2021
Links Asia links 18 Feb 2021: Rare earths, Chinese fraud, property management stocks Michael Fritzell Feb 18, 2021
Links Asia links 11 Feb 2021: Korean teenage speculators, Burmese stocks, Indian games Michael Fritzell Feb 11, 2021
Links Asia links 4 Feb 2021: Malaysian speculation, C-REITs, second-hand goods trading apps Michael Fritzell Feb 4, 2021
Links Asia links 21 Jan 2021: China's "second wave", southbound flows, Biden reversing sanctions Michael Fritzell Jan 21, 2021
Links Asia links 14 Jan 2021: US Framework for the Indo-Pacific, Chinese property bubble, oil price vs oil stocks Michael Fritzell Jan 14, 2021