The Stock Market Selling Off So Much This Month

In your three conviction calls you like US stocks to finish the year higher and that Australia will avoid recession. Is the China reopening part of that positive view for even US stocks and Australia avoiding recession? Look absolutely. I think China is achieving incredible progress and in the next six month we will see some of those data gathering momentum. But why is the stock market selling off so much? Look this is a really rough month. Absolutely. So our view is that given this we talk to this uncertain world we do think the quality growth leaders is going to do well.