Paxboy,
very insightful, however the rise of China will be severely curtailed by this Covid crises. After all, if what you say comes to pass, nobody will have money to buy their products. Friends I know in financial circles believe that Real Estate, especially commercial real estate will be affected, but the financial foundation of the markets and banking is still very strong (in the US) He even mentioned a better quality of life for working folks who are embracing telecommuting as a new normal. Time will tell.