“I mean, PwC thinks growth— it could add about $16 trillion worth of GDP by 2030. That's 4 years away. So that's really collective story. I mean, my concern would be that it's quite skewed. I think this is very much a U.S. story. You can't bet against the United States. I think the changes and rollout of this new era are quite choppy in places like China. I mean, there's some elements of it that are quite interesting, but China does have a lot of debt drag.”