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#35 - Michael Fritzell, Asian Century Stocks
Manage episode 314815539 series 2903307
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
39 tập
Manage episode 314815539 series 2903307
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
39 tập
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