I fully agree with one thing. Charles is an extremely intelligent person and a very, very smart operator and investor. No doubt at all.
As for the rest, I hope he’s right, but it’s all just too rosy a sales pitch. I hope he keeps loading up as he says.. he may like to buy some of your holdings off market as a measure of his faith.
Sadly, I’ve worked in China too long and learned that nothing is ever as it seems. I’m not getting good vibes. As always, nothing would make me happier than to be proved wrong.
