The Narrative Monopoly

#35 - Michael Fritzell, Asian Century Stocks

Episode Summary

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

Episode Notes

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

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