Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.
Southeast Asia as the overlooked growth region
The guest argued that Southeast Asia is the most interesting investment linkage in Asia Pacific right now because it is overlooked, geopolitically positioned to benefit from both sides of the US-China divide, and offers very cheap stocks.
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.