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That is a fair critique of my current thinking :)

I’ll certainly agree that the ‘red scare’ vibe to this bill makes me uncomfortable — even if I agree with the action overall.

I certainly am biased towards companies that operate in a way that I’m familiar with. In the companies I’ve worked in delivering value to shareholders trumps all else at the end of the day. (I don’t love it but it’s predictable)

As you allude to that causes some quite nefarious behavior, but it’s predictable to me for the most part.

To me, this is in contrast with what I see happening in the Chinese market. Again, this is colored by my experience. From the outside looking in it appears that companies based in China bend much further to appease their government than in the markets I’ve worked in (US, UK and Japan) and that makes me less inclined to trust them.




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