antisimer des ar favorite here a now, common prosperity. We do own some china in a few of our portfolios, the ones focused on auto, autonomoustechnology and robotics. But we're very particular, very low margin companies, cause margin is clearly not appreciated by the government any more. Common prosperity and and very benefi beneficial to r three teer, four cities comm on prosperity. So, j d, logistic. J d, do com pindede?

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode