dont see any issues with bal at all. even a2m dropped 30% from 2.30 to 1.62. its just the market. this is despite europe, dow,oil showing significant signs of a bottom. global bond yields are too low, so people have to invest in stocks.
its quite pessimistic all of a sudden in ASX and over focussed on geoff wilson comments. His is just one opinion. Main fact is currently china has not changed policy or hinted at any bans. All speculation.