China warning ! (OK, so it's 15 long :-) )

While we should expect plenty of disruptions, I’m not sure exactly what the large and/or long-term effects of a few million additional deaths of almost all over age 65 people in China. Seems like the main long-term effect will be to slightly improve the demographic imbalance in China.

China is uninvestable. Not a free country therefore you can’t truly “own” anything there. It’s not yours, it all “belongs” to the collective.

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