eddie ghabour joins us now. why does this matter to us, eddie?nvesting in india. that's a space we're very, very bullish in and we've been buying and i think you will see more and more companies invest in that economy. i think that will take business away from china. so i think that trend will continue of firms pulling business from china investing in india. so we think there is tremendous upside there. cheryl: you're looking as an investment strategy looking beyond american borders now. do you think the emerging market s are stronger we had a strong kick off the first six months? >> i think so it makes sense to look outside of the u.s. there are pockets in the u.s. we're on like health care. they didn't participate in the first half. look at japan's stock market it is having a strong year. again, india. i think being diversified looking outside of the u.s. to hedge in case you have a scenario where we go into recession here you could see other areas outside of the u.s. continue to thrive. again indjaw is probably our best play and most bullish p