The best way to play the monsoon thesis may be through ETFs rather than a single stock.
Possible exposure includes VNM, VNAM, INDA, INDY, EIDO, IDX, EPHE, EPI, and ASEA.
Its early, VERY earlybut the months ahead could set the stage for the beginnings of a broader Monsoon thesis and framework. It is time to start thinking about it.