The Risks in Financials and the Risks of Government Intervention and Government Restrictions

I think that this is an environment in which you need to look at the overall picture and think that you need to be exposed to the US dollar, commodity cycle. You also need to be extremely aware of the risk in what I call sectors of sectors that are so-called strategic or of that have position rent because those are going to be the ones that will be penalized by policy. So if you stay away from financial stay away from from the retail side of utilities and the retailside of telecoms there are plenty of opportunities out there.