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 24 Dec 2020: Vietnam, Jack Ma, Asian telecom operators Michael Fritzell Dec 24, 2020
Links Asia links 17 Dec 2020: Hong Kong real estate, Korean day-traders, Japan tourism Michael Fritzell Dec 17, 2020
Links Asia links 10 Dec 2020: Indian software developers, Japanese machine tool orders, Chinese e-commerce stocks Michael Fritzell Dec 10, 2020
Links Asia links 3 Dec 2020: Tariffs on Australian wine, new live streaming regulation, potential delisting of Chinese stocks in the US Michael Fritzell Dec 3, 2020
Links Asia links 26 Nov 2020: China's stockpiling of commodities, Taiwanese government bonds, Biden's impact on oil prices Michael Fritzell Nov 26, 2020
Links Asia links 19 Nov 2020: Vaccines, Chinese EV stocks, Tokyo Olympics Michael Fritzell Nov 19, 2020
Links Asia links 12 Nov 2020: China's new anti-trust law, HK's integration into the mainland, travel bubbles Michael Fritzell Nov 12, 2020
Links Asia links 5 Nov 2020: Biden's impact on Asian stocks and geopolitics, China stockpiling commodities Michael Fritzell Nov 5, 2020