In short: Top-10 holding in the China sleeve; same thesis — 10%+ earnings growth and 5%+ of capital returned a year gets him to the 15% owner return without needing a re-rating.
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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