• #35 - Michael Fritzell, Asian Century Stocks

  • Dec 16 2021
  • Length: 1 hr
  • Podcast

#35 - Michael Fritzell, Asian Century Stocks

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  • Summary

  • A conversation with Michael Fritzell, author of Asian Century Stocks, on Asian markets and geopolitics

     

    Bio

    Michael Fritzell is a Singapore-based analyst and the author of Asian Century Stocks. He's worked as an analyst and co-portfolio manager in Asia for well over a decade.

     

    Times

    • 0:15 - Intro
    • 0:55 - What is Asian Century Stocks & intro to Michael
    • 4:15 - Chinese politics
    • 8:15 - Michael’s media diet (east vs west)
    • 10:45 - Parsing out the truth in media
    • 13:15 - Evergrande
    • 19:15 - Which sectors in the Asian-Pacific is Michael bullish on?
    • 21:45 - Covid recovery in Asia
    • 27:15 - Specific equites
    • 32:15 - The Chinese sphere of influence & Taiwan
    • 39:15 - What’s going on with Hong Kong?
    • 43:45 - China
    • 49:45 - How to sift through and find truth in Chinese “official” reports and data
    • 53:45 - Is the 21st century the Asian century?
    • 56:15 Sections of Asian Century Stocks

     

    Links

    Asian Century Stocks

    Michael's Twitter

    Jeff's Twitter

    narrativemonopoly.com
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