It is no use to ask Peter/David about impact of virus. Minister or bank president is not a friend I can speak to. That is right I am making assumption based on understanding of impact on chinese economy and people's daily life. You are making assumption as well. No one truly know the actual effect. Stimulus, liquidity, consume rebound could highly possibly happen. But normally there is 1-2 quarters lead time to see effect. I am still positive to see fund coming just late due to this bloody virus.
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