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China - contagion risk(s)?

The crash in China continues. It all started with the cancellation of the ANT IPO a few months ago. Since then we have gotten used to new regulatory crackdown news on a weekly basis, mainly in tech, but lately even in areas like "edtech" which has been brutally punished.

It's just a Chinese local issue?

Yes, this is a Chinese tech issue, but the contagion is starting to spread to other parts of the Chinese market. We saw this accelerate overnight.

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