Arguably no one in Southeast Asia stands to benefit from an economic reopening than Thailand -- which has seen its important tourism and manufacturing sectors battered by prolonged COVID lockdowns in recent months. But how has this hit market sentiment there? Andrew Stotz, the founder and CEO of A Stotz Investment Research, joined us from Bangkok to provide a firsthand account of the state of Thai markets, if a reopening can help sooth sentiment, and risks he's monitoring from a potential tumble in US markets.

<p>Arguably no one in Southeast Asia stands to benefit from an economic reopening than Thailand -- which has seen its important tourism and manufacturing sectors battered by prolonged COVID lockdowns in recent months. But how has this hit market sentiment there? Andrew Stotz, the founder and CEO of A Stotz Investment Research, joined us from Bangkok to provide a firsthand account of the state of Thai markets, if a reopening can help sooth sentiment, and risks he's monitoring from a potential tumble in US markets.</p>