Asian Investment Landscape with Michael Fritzell, Editor of Asian Century Stocks

About this episode

The episode features a discussion with Michael Fritzell about investment opportunities and risks in the Asian market.

In this episode of the Planet MicroCap Podcast, I spoke with Michael Fritzell, Editor of Asian Century Stocks Newsletter. We break down the evolving opportunity set across Asia—from China’s state-driven economic shift and ongoing property fallout to the corporate governance unlocks happening in Japan and South Korea. We also dig into why Southeast Asia may be one of the most overlooked pockets of value globally, with “old economy” businesses trading at compelling valuations while capital chases AI elsewhere. The conversation highlights where inefficiencies exist today, how to think about insider alignment and currency tailwinds, and the key risks—from VIE structures to related-party transactions—that investors need to navigate when hunting for microcap alpha across the region. We mention several companies and sectors during this conversation, and I’m not a shareholder in any of them. For more information about Asian Century Stocks, please visit: https://www.asiancenturystocks.com/ Chapters: 00:00 Introduction and Context of the Conversation 01:10 China’s Economic Landscape: Opportunities and Risks 11:58 Shifts in Investment Focus: Southeast Asia and Beyond 18:21 Japan’s Market…

People in this episode

Guest: Michael Fritzell

Topics covered

• Asian investment landscape
• China's economic shift
• property market in China
• corporate governance in Japan
• corporate governance in South Korea
• Southeast Asia investment opportunities
• microcap investing
• insider alignment
• currency tailwinds
• investment risks

Keywords

• microcap alpha
• VIE structures
• related-party transactions
• valuation
• old economy businesses

Mentioned in this episode

Products: Asian Century Stocks Newsletter

Places: Asia, China, Japan, South Korea, Southeast Asia, US, North America, Las Vegas, Toronto

More episodes of Planet MicroCap Podcast | MicroCap Investing Strategies

• Management Meetings Edge with Sam Namiri, Partner and Portfolio Manager at Ridgewood Investments · June 3, 2026 · 39 min
• Compounding Without Ego with Jean Philippe Tissot, Founder & Fund Manager at Arauca Capital · May 29, 2026 · 1h 5m
• Emergency Board Meeting Test with Ralph Molina, Founder & Editor of the High Conviction Investing Newsletter · May 21, 2026 · 46 min
• Trust, Then Verify with Leo Trudel, Co-Founder of Aurelion Research · May 16, 2026 · 56 min
• Hunting Deep Value with Lee Roach, Editor/Founder of The Value Road Newsletter · May 9, 2026 · 46 min
• Quirky Value Plays with David Bastian, CIO of Kingdom Capital Advisors · May 1, 2026 · 49 min