Thanks so much for posting all of this and to the others who have done the same. Very helpful indeed. And good to hear it from Danny Lewin in particular.
Reassuring and optimistic but acknowledging the difficulties of the real world.
And great to hear more about EM who for many of us outside China have been a somewhat unknown quantity.
Personally I'm holding some in my pension where I cant easily access it and where the fluctuations of my optimism vs scepticism do not hold sway on the buy or sell button.
Hopefully my pot will be a tad larger by the time all of this is over.
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