Investing in China

Gregg outo: There is so much fear and panic priced into the best chinese companies that i think it's worth putting a marker on the table. I haven't seen any panic in fixed income, which surprises me, because in some cases, people have lost more money in bonds than they have in stocks. And yet nobody seems to think of onds is risky Yet. But where i do see panic in the world right now is definitely a, you know, i see distaste internationally and panic and china.