In short: Top-10 holding (Chinese hotels): owned for founder, wide moat and cheap valuation — "very obviously good companies growing nicely at incredibly attractive valuations."
1:06:20I think all those companies very obviously have wide moats, and I'm looking for attractive valuations, and that's the reason above any other why I feel confident investing in China today, is that it's still a market which is very much out of favor, and you can get very obviously good companies growing nicely at incredibly attractive valuations.
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