Manage episode 354644613 series 1451365
The biggest growth story of 2023 has been three years in the making. And today's Stansberry Investor Hour guest is at the forefront of it all...
Commodity Supercycles editor Brian Tycangco is Stansberry Research's resident expert in the energy and natural resources space.
After being shuttered behind strict COVID-19 policies for the past three years, China is finally open for business with the global markets again. Its residents – with trillions of dollars socked away during those long years – are itching to travel and spend. And the country's high-value manufacturing sites are set to lead a global bull market in electric vehicles.
At the same time, Brian says we're seeing an increased U.S. manufacturing presence in labor markets like India, Indonesia, and Thailand – which means incredible investing opportunities across Southeast Asia.
Also on today's podcast, Brian urges investors to not be so easily scared off by sensational headlines from Western media... like the furor over Chinese President Xi Jinping's power move to extend his term of leadership or the concerns over the wealthiest citizens leaving the country – and taking their money with them.
Thanks to his residency in Asia (the Philippines, to be exact), Brian has gotten a firsthand look at the sentiment. He says, "Everything isn't as bad as it seems in China," and that most Chinese have a "back-to-business mentality."
Lastly, when it comes to adding this market to your portfolio, he says you still have to be practical...
You don't go all-in on China, but you don't also not have exposure to a place like this. There's always room for China in anyone's portfolio [...] It'd be crazy not to have exposure just because of geopolitics.