And best way to play the “monsoon” thesis is via ETFs.
$VNM
$VNAM
$INDA
$INDY
$EIDO
$IDX
$EPHE
$EPI
$ASEA
Any other ideas?
It’s early.
VERY early.
But the months ahead could set the stage for the early beginnings of the Monsoon thesis/framework. Time to start thinking about it.
IYKYK
@RaoulGMI