Ann: AGF 19-16 - Update on the Monitoring of Enhancements-AGF.AX, page-6

No call here. Probably too small a holding. Response will be no if i do get a call. Not sure if I'm missing something but even the most pessimistic views of China growth are well over 5%. That sort of growth is not readily available anywhere in such a large and very "protected" economy, India aside. I suggest if Oz had that sort of growth the measures would be coming in thick and fast to moderate it.
The discount to NAV is not desirable but overall growth will be positive and long term holders will benefit. Admittedly I got in some time ago and already ahead but short of a compulsory termination will be backing that China growth going forward. IMO.