On this episode of Chit Chat Stocks, we speak with Michael Fritzell of Asian Century Stocks. We discuss why investors should consider investing in Asia, and then go through a case study of a cheap stock he has covered on the newsletter.
(00:00) Introduction
(03:41) Investing in Asia: Opportunities and Risks
(07:16) Stock case study
(17:09) Investing in airports
(31:28) Managing the macro
(34:30) India's Manufacturing Challenges and Growth Prospects
(43:23) Investing in Asia: Common Mistakes and Insights
(48:25) Opportunities in the Philippines
(53:11) Capital Returns and Investment Strategies
(56:50) Currency Risks in Asian Markets
(01:00:25) Changes in Japanese Corporate Governance
ASIAN CENTURY STOCKS: https://www.asiancenturystocks.com/
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.