Great episode with John Artman as you guys put together three stories into one common theme about what we can trust about numbers in China.

Think the stories are well covered by the different podcasts but sticking it under one common theme is interesting. Great analysis by John.

Great episode on China, and this shows that we really can't trust their numbers and the Chinese VCs are full of shit and FOMOs like their Silicon Valley counterparts.

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

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

Last Judgment Ft. Kirby

John Artman, editor in chief from Technode of host of China Tech Talk, joined us in a conversation to discuss three different and interesting stories from China entrepreneurial space and align them in the underlying theme of explaining what numbers and narratives can mean in China. We began with the bike rental startups collapse, followed by the Mafengwo scandal and finally the recent leaked financials from Luckin Coffee into the open. Through the lenses of these three stories, we discuss how we need to understand and adjust our expectations to the future of China's economic growth.

Analyse Asia with Bernard Leong

Episode 282: Numbers and Narratives China Edition with John Artman

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 282: Numbers and Narratives China Edition with John Artman

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