What's Your Expectations for China?

I've made a pretty big change in my China being in the last two or three months going, essentially from a world where they were growing around three and three quarters per cent in both 2022 and 23 on a sequential basis through the year. Now that's nothing to do with monetary easing or fiscal easing. It's everything to do with a reopening of the economy. And associated with that, I think, more goods absorption back in the domestic economy. So it'll be very good for Chinese demand, but very good, he thinks, for suppliers of services in China.