The Checkpoint Closes, Your Dividend Stops. The ASEAN Lesson Every SGX Investor Missed | EP1637🦖
How much of your dividend plan depends on two countries you barely think about not shooting at each other? When Thailand and Cambodia started trading artillery instead of goods, border checkpoints closed, labour vanished and hard drive component costs spiked, all without a single line item on your broker statement warning you this could happen. The part that bothers me is simple: investors treated “ASEAN integration” like a safety net, then watched it snap the moment politics overruled trade.
📺 YouTube: https://youtu.be/_flxQN4dzQ8
📩 Substack: https://investingiguana.com/p/your-neighbour-went-to-war-did-your
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