joining us is tatjana greil castro, co-head of public markets / portfolio manager, muzinich & co.. thank you for joining us bright and early this friday morning. in terms of how the market should be looking at the china risk when it comes to geopolitics seems to be put to one side. other events are dominating our attention like the events in afghanistan. our markets taking in the geopolitical risk? tatjana: i agree that it is good they are talking. the tensions really escalated over the tariffs under trump. china would like those tariffs to go away, at least be reduced. that could be a positive, because every clearly the u.s. is reaching out to china, and they would like to make some changes. it is a bargaining tool the chinese are lucky to use to put pressure on the u.s., that whatever they agree to give could be an exchange of reassessing the tariffs, and to what extent they make sense. i think it could be a positive trigger for market. s. tom: there has been a lot of discussion whether china is investable. you heard from george soros and blackrock. what do you see in fund flows