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Do You Have to Have Boots on the Ground?
Do you have to have boots on the ground in each country, or can you do this from afar? In my opinion, this is more of a marketing question than an investing question. And so the country tilts that we remain with are mostly a function of whether or not there are arbitrage like things to do in that countryiif i take papa new guinea or to jekestanders, there's nothing to do there. You either buy the one one they have, or you don't. Pure country selection, so we don't bother!