By
Borsgade
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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