In my opinion, if we have 6-9 months time horizon we can start nibbling into this, every timethere is a dip. HK and south east Asia is already opening up but China ( where DFI has a huge supermarket chain) is still in partial lockdown mode. But how much lower can it go? Eventually China should open up again, so if we can hold for 6-9 months, worth a shot...
Noted!//@Mungerism:
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