PS - heartily share you sentiments on China long term, due to demographics but again people have been pointing out the China issues for 10 years or more.
Their government have enormous resources to contain a bust - so it is possible the China fall happens over decades like Japan not next month.
Though you are right to be concerned it’s just not my style if the business is high enough quality - though there are risks there
PS - heartily share you sentiments on China long term, due to...
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