I would still assume countries that are in similar boat to Aust. Korea Japan though they are developed countries. Then south east asia and India. The similarities here would be all these countries (like Australia) are doing a balancing between China and USA. Maybe apart from India which has some bargaining power over both superpowers. Indonesia is powerful too. Limiting or banning certain important commodities for export. Companies investing in SEA are probably Korean Japanese and China companies mostly from the news reports.
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