A conversation with Michael Fritzell, author of Asian Century Stocks, on Asian markets and geopolitics BioMichael Fritzell is a Singapore-based analyst and the author of Asian Century Stocks. He's worked as an analyst and co-portfolio manager in Asia for well over a decade. Times0:15 - Intro0:55 - What is Asian Century Stocks & intro to Michael4:15 - Chinese politics8:15 - Michael’s media diet (east vs west)10:45 - Parsing out the truth in media13:15 - Evergrande19:15 - Which sectors in the Asian-Pacific is Michael bullish on?21:45 - Covid recovery in Asia27:15 - Specific equites32:15 - The Chinese sphere of influence & Taiwan39:15 - What’s going on with Hong Kong?43:45 - China49:45 - How to sift through and find truth in Chinese “official” reports and data53:45 - Is the 21st century the Asian century?56:15 Sections of Asian Century Stocks LinksAsian Century StocksMichael's TwitterJeff's Twitternarrativemonopoly.com