altaf: on the pivot to covid zero, we think it is too early.e are looking to march, the end of the mpc in china for some decisive action on the end of covid zero, but it does feel like the beginning of the end. the chinese have a very 20-point chinese policy for easing covid. i think some ease and was always on the cards. at the same time, the market shouldn't pretend biden is any less hawkish on china than his predecessors. dani: can you trade on a tenant is less isolated? -- china that is less isolated? is that risk of them pulling away from the global economy now diminished? altaf: the last few months made china realize they are stronger within the global economy than outside. they ought to pivot to a more domestically focused service-led economy, but they realized they need to be a exporter. they will shift more to recognizing they have a role within the international community. dani: unfortunately, we are out of time. join us again. altaf kassam, emea head of investment strategy and research at state street global advisors. the gop retake