Fairfax India: The Best Asian Stock You Can Buy Today? (Hidden Value)
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…
The skinny
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