Is There a Disconnect or Opportunity for Value Investors?

Given that sensitivity to China, could there be sort of the whites of the eyes of a regime change or in terms of the way investors view China by looking at the behavior of those stocks? With the small market caps and the smaller sizes markets, stock market caps relative to the overall market, I wouldn't read a ton into it. However, if, you know, the world wakes up in the couple months and is suddenly bullish on Chinese growth and the Chinese economy, we would expect the dry bulk stocks to perform very, very well.

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