Dalio defends his decades-long investment in China
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Ray Dalio, founder of Bridgewater Associates, defended his decades-long investment in China and expressed his commitment to not abandon the country despite the identified problems and risks. In a LinkedIn post, Dalio stated that his relationship with the Chinese people and culture has led him to love them, and he believes being involved with them and their markets is essential. He emphasized that he doesn't engage in fair-weather investing and remains committed even during challenging times. Dalio previously discussed the difficulties China faces and urged Beijing to address its debt and monetary policy. He believes China's problems are manageable if its leaders act smartly and courageously. Dalio also mentioned the possibility of quantitative easing and debt restructuring in China. While he acknowledges the risk of conflict between the US and China, he continues to do business with China and sees it as one of his core investment positions. Dalio considers China as one of his good uncorrelated return streams and adjusts his investment based on assessments of various factors.



https://theedgemalaysia.com/node/706935