Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Korean bank's New Zealand bond issue for diversification
The Export-Import Bank of Korea's issuance in the New Zealand Kauri bond market was framed as another example of borrowers scouring the planet for financing to escape the gravitational pull of AI debt in core markets.
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.