China is ‘very much’ investible, offers unique diversification: Bridgewater
==========
Bob Prince, co-CIO of Bridgewater Associates, emphasizes that China offers unique portfolio diversification due to its assets being less correlated with global markets; he suggests that geopolitical factors are increasing economic disparities, leading to inflation; investors should diversify across geographies and asset classes; Donald Trump's potential second term may disrupt global markets with high tariffs, impacting US inflation; Bridgewater manages about US$235 billion, with US$7 billion in onshore China assets; China's recent stimulus is positive, but consumption levels remain low, necessitating further stimulus; Vice-Premier He Lifeng will lead a delegation to Hong Kong for a finance conference.
#China #Investment #Diversification #Bridgewater #BobPrince #Trump #Stimulus #Economy #Inflation #Finance
https://www.scmp.com/business/banking-finance/article/3286927/china-offers-unique-opportunity-portfolio-diversification-bridgewaters-prince-says?module=top_story&pgtype=subsection
South China Morning Post /
npub1x2…knuvq
2024-11-18 03:04:48
Author Public Key
npub1x2q0x7w5tqx0x3j9tdvkvqmetarpr8axhpjq7qw5xxrcysdwtrzssknuvqPublished at
2024-11-18 03:04:48Event JSON
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"content": "China is ‘very much’ investible, offers unique diversification: Bridgewater\n==========\n\nBob Prince, co-CIO of Bridgewater Associates, emphasizes that China offers unique portfolio diversification due to its assets being less correlated with global markets; he suggests that geopolitical factors are increasing economic disparities, leading to inflation; investors should diversify across geographies and asset classes; Donald Trump's potential second term may disrupt global markets with high tariffs, impacting US inflation; Bridgewater manages about US$235 billion, with US$7 billion in onshore China assets; China's recent stimulus is positive, but consumption levels remain low, necessitating further stimulus; Vice-Premier He Lifeng will lead a delegation to Hong Kong for a finance conference.\n\n#China #Investment #Diversification #Bridgewater #BobPrince #Trump #Stimulus #Economy #Inflation #Finance\n\nhttps://www.scmp.com/business/banking-finance/article/3286927/china-offers-unique-opportunity-portfolio-diversification-bridgewaters-prince-says?module=top_story\u0026pgtype=subsection",
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