alessi did labour wanted?si did labour wanted? i. line alessi did labour wanted? believe i can. i have had line alessi did labour wanted?|- believe i can. i have had numerous conversations with colleagues, with keir starmer, with the chief whip, with david — keir starmer, with the chief whip, with david lammy, over the last weeks _ with david lammy, over the last weeks and — with david lammy, over the last weeks and months since the 7th of 0ctoher~ _ weeks and months since the 7th of october. frankly, the idea that you would _ october. frankly, the idea that you would threaten the speaker of the house of commons is for the birds. _ the snp proposed to the gaza conflict — the snp proposed to the gaza conflict for debate and the chaotic scenes— conflict for debate and the chaotic scenes that saw them walking out. some _ scenes that saw them walking out. some conservative mps. now next week they hope to bring the issue to the fore in parliament given what happened this week. the speaker said they could have anoth

expectations back to positivity is a good thing, but watch the bank of japan and the end of negative rate alessi and what it means for the yen and profit. we are pairing some of the enthusiasm at this year. annabelle: we have had so much optimism on japan notwithstanding a dovish boj, but it has been more about corporate governance reforms and other factors that are leaning more growth drivers as well, so when you say you are down pairing give us more context on that. >> japan used to be our top allocation in 2023. it was 16% of the total portfolio. we are moderately overweight, but we need to be aware some part of the increase came from governance. from the yen and the boost given to the profit by the weakening yen and this massive increase in the competition. this part of the increase will be much more reduced now that we see upward pressure coming back on the japanese yen. haidi: india and japan have been such popular alternatives to china? is it time to start taking a look at china more selectively? >> the thing about china is there has been this incredible pessimism on the market and some f