Player FM 앱으로 오프라인으로 전환하세요!
Michael Fritzell: Investing Opportunities In Asia & Beyond
Manage episode 291906917 series 2598893
Michael Fritzell is a Swedish Investor based in Singapore and the owner of the Asian Century Stocks Newsletter.
During our talk Fritz shares the path that took him to live 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:
- Diligence for Asian companies
- The role of the Chinese Government inside companies
- Some misconceptions that investors have about investing in China
- Why he is bullish on Delfi ($P34), China Unicom ($762) and Sanrio Company ($8126).
Here is the time-stamp:
[0:00] Who is Fritz?
[4:00] Learning Chinese in Beijing
[7:00] Major differences between living in Sweden and China.
[11:00] Being a Buy Side Analyst Based in Shanghai
[13:00] The Chinese Government’s Role Inside Companies
[21:00] Chinese State Owned Enterprises
[24:00] The Chinese Invasion Threat
[25:00] The CCP wants to invade Taiwan before 2049
[34:00] Delfi ($P34)
[44:00] China Unicom ($762)
[52:00] Sanrio Company ($8136)
[1:01:00] Misconceptions about investing in China.
[1:08:00] Closing Questions and More from Fritz
If you want to learn more about Fritz, shoot him a follow on Twitter and subscribe to his Substack Newsletter!
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support231 에피소드
Manage episode 291906917 series 2598893
Michael Fritzell is a Swedish Investor based in Singapore and the owner of the Asian Century Stocks Newsletter.
During our talk Fritz shares the path that took him to live in Beijing, the cultural differences that he noticed while living there, the geopolitical issues between China and Taiwan, and of course his investing experience as a Swedish investor in the Asian equities market, including:
- Diligence for Asian companies
- The role of the Chinese Government inside companies
- Some misconceptions that investors have about investing in China
- Why he is bullish on Delfi ($P34), China Unicom ($762) and Sanrio Company ($8126).
Here is the time-stamp:
[0:00] Who is Fritz?
[4:00] Learning Chinese in Beijing
[7:00] Major differences between living in Sweden and China.
[11:00] Being a Buy Side Analyst Based in Shanghai
[13:00] The Chinese Government’s Role Inside Companies
[21:00] Chinese State Owned Enterprises
[24:00] The Chinese Invasion Threat
[25:00] The CCP wants to invade Taiwan before 2049
[34:00] Delfi ($P34)
[44:00] China Unicom ($762)
[52:00] Sanrio Company ($8136)
[1:01:00] Misconceptions about investing in China.
[1:08:00] Closing Questions and More from Fritz
If you want to learn more about Fritz, shoot him a follow on Twitter and subscribe to his Substack Newsletter!
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support231 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.