Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
Ray Dalio: Why I invest in China
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By Borsgade
- - Published
Bridgewater’s Ray Dalio has been intimately involved in the Chinese Markets in more than forty years. In this article, Ray reflect on the pro and cons of being invested in China.
From his perspective, there are currently sufficient arguments to be invested in China.
…I have invested throughout many cycles in many countries and learned the adage “the time to buy is when there is blood in the streets.” In other words, the time to buy is when everyone hates the market and it’s cheap (which is now the case in Chinese equities), especially when it looks increasingly likely that the economic leadership is about to do something like a “beautiful deleveraging.”
[…] For those reasons, to me the key question isn’t whether or not I should invest in China so much as how much I should invest.
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The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
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