Why are global companies shifting to Vietnam and India? Could that shift become your investment opportunity? 🤔

Deglobalization isn’t just about “leaving China.” On the flip side, there’s a wave of opportunity flowing into emerging markets. 🌱

If a U.S. semiconductor company builds a factory in Vietnam, the Vietnamese government will pave roads, improve power grids, and attract suppliers to support the plant. These changes fuel local business growth and strengthen the entire national economy. 📈

💡 When supply chains move, it often signals growth for emerging markets!

💰 But investing directly in foreign companies isn’t easy.

Different languages, fewer public disclosures, and unfamiliar stock markets make it difficult. That’s where ETFs—Exchange Traded Funds—come in. 📦

Think of ETFs like lunchboxes: they’re a package of multiple companies bundled into one. 🍱

Examples: INDA: Invests in India’s top corporations 🇮🇳 VNM: Covers major Vietnamese companies 🇻🇳 ASEA: Includes infrastructure and financial companies across Southeast Asia. 🌏

🧠 Questions to ask:

Which countries are close allies of the U.S.?? What industries dominate those countries? Is the country politically unstable? → That’s why ETFs help diversify risk!

🎯 Metaphor time:

Investing in an emerging market ETF is like picking the All-Star Team instead of one player. You invest in several strong companies at once—reducing risk, increasing your chances. 🧢