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Should We Be Paying Attention to Party Speeches?
Tracy: I know you read a lot of the party speeches, probably all of them. And do you think that the crackdowns are sort of changing the behaviour of investors in the sense that they're going to be paying more attention going forward? Tracy: Doesn't one read the party's main theory magazine, tia translation, seeking truth? Ye, and i remember a couple days after one of the crack down announcements, or maybe it was on the day, we did see chinese listed semi conductor stocks just absolutely spiking. So there was almost a rotation out of consumer tec and into semi conductors. Um. It would be very reluctant to say that reading all of the