The markets are sort of re-evaluating the prospect for that US growth exceptionalism. And when you see the likes of China and Europe, as they did yesterday, introducing or talking about some really-really significant fiscal stimulus to hit their economies, then that does mean that actually the US is not the only story in town and we can actually look at other alternative investment destinations as well. The markets are sort of re-evaluating the prospect for that US growth exceptionalism. And when you see the likes of China and Europe, as they did yesterday, introducing or talking about some really-really significant fiscal stimulus to hit their economies, then that does mean that actually the US is not the only story in town and we can actually look at other alternative investment destinations as well. Economic Times