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There have been some very serious issues raised in terms of the trade relationship between the U.S. and China, and then they've had this quite sudden about-turn on this particular company, and it simply raises questions as to what the underlying policy is, this is perhaps a little reminder which is being relatively well-received by markets over the last 24 hours that (with) the U.S. administration there is a strong degree of unpredictability compared to prior regimes.

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