We shift our focus to the "Global South." While developed economies grapple with the burden of legacy systems, emerging markets are leveraging AI and Fintech to achieve radical leapfrog growth. This episode analyzes the digital infrastructure dividends across India, Southeast Asia, and Latin America. We explore why tech ETFs in these regions demonstrate extraordinary resilience amidst global macro tightening and how capital flight is being redirected toward high-growth frontier nodes.

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