like to comment that JR has been stubbonly bullish on China.
More than Roach. Both of them are anticipating a hard-landing.
JR purchased Chinese shares 5 years ago also, but
did not turn out to be a success. He has a good macro
view as Quantum is more or less macro-oriented. I noticed
that recently he emphasised more on suppliers to China
rather than invest in shares. He might have learned something
