yacov arnopolin, what is going on with stocks in china right now? see this time and again. the country is very keen to stimulate its economy and help it recover from what it suffered earlier during coronavirus in the past several months, but time and again regulators are aggressive about speculation, speculation stemming from the euphoria in markets, and that grows shadow banking and so on. so we kind of see this push and pull in trying to make an effort, trying to stimulate, at the same time raining it in shortly thereafter. china is trying to walk you very fine line between the economy without fueling excessive -- francine: what is the biggest concern about china right now? i don't know whether it accelerates the trend that we were hoping we would see with china or whether this means that china will actually go into a different direction from the rest of the world, and what it means for a portfolio manager. it is vastlyrse, important for a number of reasons. one, obviously for commodity prices, and what will china's economy look like six months fo