...particularly when you already have a mega exposure to China via Iron Ore.
With regards to AF, I noticed when PH was asked a (slightly tongue in cheek) question by Barry Fitzgerald a while back, the very careful response by PH was notable for what he didn't say.
It's on this podcast from 21.30 in:
https://player.whooshkaa.com/episode?id=800644
(full disclosure: I bought a pair of Harold Boots after listening to this)
...particularly when you already have a mega exposure to China...
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