Michael Fritzell: Investing Opportunities In Asia & Beyond
Michael Fritzell: Investing Opportunities In Asia & Beyond

Michael Fritzell: Investing Opportunities In Asia & Beyond

Samsam19

73 min
Business & Finance
Lire

Description

<p>Michael Fritzell is a Swedish Investor based in Singapore and the owner of the Asian Century Stocks Newsletter.&nbsp;</p> <p>During our talk Fritz shares the path that took him to live&nbsp;in Beijing, the cultural differences that he noticed while living there, the geopolitical issues between China and Taiwan, and of course his investing experience as a Swedish investor in the Asian equities market, including:&nbsp;</p> <ul> <li>Diligence&nbsp;for Asian companies</li> <li>The role of the Chinese Government inside companies</li> <li>Some misconceptions that investors have about investing in China</li> <li>Why he is bullish on Delfi ($P34), China Unicom ($762) and Sanrio Company ($8126).</li> </ul> <p>Here is the time-stamp:&nbsp;</p> <p>[0:00] Who is Fritz?<br> [4:00] Learning Chinese in Beijing<br> [7:00] Major differences between living in Sweden and China.<br> [11:00] Being a Buy Side Analyst Based in Shanghai&nbsp;<br> [13:00] The Chinese Government’s Role Inside Companies&nbsp;<br> [21:00] Chinese State Owned Enterprises<br> [24:00] The Chinese Invasion Threat<br> [25:00] The CCP wants to invade Taiwan before 2049<br> [34:00] Delfi ($P34)<br> [44:00] China Unicom ($762)<br> [52:00] Sanrio Company ($8136)&nbsp;<br> [1:01:00] Misconceptions about investing in China.<br> [1:08:00] Closing Questions and More from Fritz</p> <p>If you want to learn more about Fritz, shoot him a follow on <a href="https://twitter.com/fritz844">Twitter</a> and subscribe to his <a href="https://www.asiancenturystocks.com/">Substack Newsletter</a>!</p>

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felix.green

felix.green

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