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What This Money Manager Learned Traveling in Covid-Zero China
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Do You Think China Manufacturing Companies Are Safer From Regulation?
There's been a shift, if you will, to the manufacturing type of companies over the years. And it's just younger companies, younger, smaller, both type of stocks as we would think of them. They're able to close the quality gap whither their larger globe appears. So i think that th this trand is a medium term trend that we're looking at will continue in future.
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