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SECTOR ETFIWMIJRBULLISHCore thesis · 5/5

No single ticker was named. Small caps ETFs are one way for retail investors to get exposure. Not a recommendation.

Rotate from Japan to South Korean small-caps

South Korean small-cap stocks present a compelling value opportunity driven by Japanese-style corporate governance reforms and extreme valuation dispersion.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Rotate from Japan to South Korean small-caps · Zortix