Chit Chat Stocks Fairfax India: The Best Asian Stock You Can Buy Today? (Hidden Value)
Oct 22, 2025
Michael Fritzell, an expert on Asian markets and author of Asian Century Stocks, shares insights into the undervalued opportunities in Asia. He highlights the potential of Fairfax India, particularly its stake in Bangalore International Airport, discussing its unique revenue model and growth outlook. Fritzell warns against common investor mistakes, such as neglecting corporate governance. He also emphasizes the emerging value in markets like the Philippines and offers strategies for managing currency risks. Tune in for fresh perspectives on Asian investments.
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Undercovered Opportunity Set In Asia
- Asian markets contain many undercovered, low-valuation stocks that foreign investors often ignore.
- Low competition can create opportunities to find value compounds unavailable in crowded markets.
How Fairfax India Is Structured
- Fairfax India is a Toronto-listed permanent-cap vehicle run by managers related to Fairfax Financial.
- The vehicle charges 1.5% management and 20% performance fees over a 5% hurdle with a high watermark.
Bangalore Airport: A Growing Monopoly
- Bangalore Airport is a monopoly serving a fast-growing tech city with a long concession into the 2060s.
- Terminal upgrades and passenger growth position it for significant long-term revenue expansion.