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Investing in the Capital Cycle
Russell: I think we're heading to a cold war with China where it could easily be illegal to invest money in China. There's just this kind of huge geopolitical risk going west in China that you know things can look very cheap for a good reason. Russell: In the new world there are lots of bits of the capital cycle which i've been under-invested in for many years and valuations are low. Japan seems to be the place where these things come together best but it's an industry rather than country-fed well.