Michael Fritzell

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.

Michael Fritzell from Asian Century Stocks shares insights on the recent instability in Chinese equities, potential government responses, and historical investment cycles in China. The discussion also touches on corporate governance in Asian markets, the role of short-sellers, and investing strategies for Asian stocks.