Great discussion on breaking down the major players on the Toshiba chip unit deal, and pity that Foxconn did not manage to win it.

The angle on why Apple is on both bidding consortiums is interesting. Tim should do an episode on Broadcom and Qualcomm.

This weeks sub for The Producers Corner Sample Challenge #277, sampled from 'Janko Nilovic, Blue Stone'

SC #277 - Bloxbeats - 2Blue 2Stoned - 'Janko Nilovic, Blue Stone'

02 - Jay MNG - Thoughboy

Vibraphony (Psycho Locomotive remix)Noxpox/MrDjBigHouse

Samples voices : « Memories » (Within Temptation).

MEMORIES.wav

Breakbeats with retrostrings mutating into experimental electronic jam

Atak Halucynogennych Lisów

No hay nada allá afuera
que me haga querer más.
Aunque las alarmas suenan
no me puedo levantar.
Los segundos son muy largos
y no dejo de pensar.
Este ruido blanco
envuelve todo lo demás

Llanura De Acero

Rooster

เคล็ดลับจากหนังสือ Fout Thousand Weeks

8 1/2 EP1758 - บริหารเวลาเพื่อชีวิตที่ดีขึ้น

“Let's remember if the leadership wants to do something, they have all the tools at their disposal and I don't think that they will want to underwrite massive unemployment. I think the Chinese leadership wants stability above all. So I will not rule out any kind of stimulus and perhaps it would look different than in the past. It will not go through the popular market, but it could well happen that you will see greater lending, perhaps in select industries like autos or semiconductors, whatever it might be. But I've seen so many cycles at this point. I started investing in China in 2008. And 2007 was a boom, in 2010, another boom, 2013 was a low in the Asian market. It felt very much like today. I would go to these conferences and meet local investors and they were just so despondent. I feel very much the same kind of sentiment today. People say there's nothing, they can't see anything positive and that's fine, but we can't predict the future.” - Michael Fritzell

Fresh out of the studio, Michael Fritzell, Founder of Asian Century Stocks, shared invaluable insights into Asia's financial markets and discussed the recent tumultuous situation in Chinese equities and what potential government responses are possible. He provided a high-level overview of the Asian stock market, contrasting it with markets in the US and Europe and stressed the importance of understanding corporate governance and the role of short-sellers in exposing corporate frauds in Asian markets. He delved deep with his unique insights into forensic accounting challenges the future potential of Asian stocks and the dynamic and intricate nature of these evolving markets. 

Audio Episode Highlights: 
[0:40] Quote of the Day: Michael Fritzell. 
[1:56] Introduction: Michael Fritzell from Asian Century Stocks. 
[4:59] Perspectives on Asia after living here for over a decade. 
[6:28] Lessons from Michael’s career journey. 
[8:15] What just happened with the Chinese equities tanking in the stock market? 
[13:43] The response from the Chinese government to stabilize the stock market. 
[17:14] Should we be optimistic about the Chinese publicly listed companies? 
[19:40] An Introduction to the Asian Stock Markets. 
[23:47] The motivation behind Asian Century Stocks. 
[25:32] The intended audience for Asian Century Stocks. 
[26:40] How do subscribers utilize Asian Century Stocks? 
[28:52] What are the things to watch out for when buying Asian stocks? 
[31:42] The one thing that Michael Fritzell knows about Asian stocks that very few do. 
[33:24] Understanding Fraud in Asian Companies. 
[37:05] Key indicators to watch out for in Asian Companies. 
[40:58] The role of short-sellers on Asian stocks (including China). 
[44:51] How do short-sellers short Asian stocks? 
[46:28] What does great look like for Asian stocks in the next decade? 
[48:57] Closing. 

You can find Michael Fritzell's Asian Century Stocks: https://www.asiancenturystocks.com/  and on Linkedin: https://www.linkedin.com/in/michael-fritzell-1aab10/  and X: https://twitter.com/mikefritzell 

Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig

Analyse Asia Main Site: https://analyse.asia

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Will the stocks from China recover & Asian Century Stocks with Michael Fritzell

Last Judgment Ft. Kirby

Tim Culpan from Bloomberg joined us in a two part conversation on the high impact news from Asia's movers and shakers. In the first part of our conversation, he covered the backstory, drama and conclusion to the Toshiba's chip unit deal and examine why Apple is involved with at least two of the major bidders. In the same conversation, Tim offered his perspectives on the TSMC 30th anniversary panel with the major players in the semiconductors industry and the recent Google-HTC deal.

Analyse Asia with Bernard Leong

Episode 221: The Toshiba Chip Unit Deal with Tim Culpan

A weekly podcast dissecting the pulse of business, technology & media in Asia. Hear our host interviewing leading journalists, senior executives, respectable authors & thinkers, entrepreneurs & thought leaders to discuss the most important issues that move and shake the business landscape in the Asia Pacific. The show is originally created and hosted by Bernard Leong.

Episode 221: The Toshiba Chip Unit Deal with Tim Culpan

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