yogi dewan is at hassium asset management.will have to pay you to buy banks, but how much encouragement are we going to have to give you to load up on china mainland equities in the first instance, given the data sweeps we have just had? guest: we are overweight china, specifically commerce, education, and health care. we saw the recent trade deals as positive news in the currency markets. we have seen massive yuan strength. we expect these to continue. hashe bond markets, china overtaken japan as the second biggest bond market in the world. the u.s.-china relationship is taking a back foot post u.s. election result. china is not going to concede much. biden is not looking to aggregate. it looks to be well ahead of much of the developed countries in terms of bringing the covid cases under control. they have managed to avoid a second wave. you have xi jinping congratulating biden, you have positive gdp growth numbers, whereas the u.s. and europe were contracting. the markets are almost up 6% to date. 14% year today. we have bee