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
Thematic reports Potential Omicron beneficiaries Estimated reading time: 13 minutes Michael Fritzell Dec 3, 2021
Hong Kong Six contrarian bets in Hong Kong Estimated reading time: 19 mins Michael Fritzell Nov 21, 2021
Thematic reports Will China become socialist again? Estimated reading time: 15 minutes Michael Fritzell Nov 7, 2021
Thematic reports Singapore residential property Estimated reading time: 19 minutes Michael Fritzell Nov 7, 2021
Thematic reports 11 Questions with "Hide not Slide" Stock exchange specialist and author of the Substack "Front Month" Michael Fritzell Nov 3, 2021
Thematic reports Mapping the Indonesian property market Estimated reading time: 20 minutes Michael Fritzell Sep 29, 2021
Thematic reports Book review: Tomorrow's Gold Estimated reading time: 20 mins Michael Fritzell Sep 26, 2021
Thematic reports A dozen Japanese vaccination bets Estimated reading time: 14 minutes Michael Fritzell Sep 12, 2021
Thematic reports Mass-market clothing stocks Estimated reading time: 15 mins Michael Fritzell Aug 29, 2021
Thematic reports Mapping the Asian tobacco industry Estimated reading time: 18 mins Michael Fritzell Aug 18, 2021