Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.
China Tobacco as a state piggy bank
The case was made that China National Tobacco Corporation's immense profitability from a massive domestic smoking population makes it a logical source of funds for the state's financial rescue efforts.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.