Ray Dalio: Updated view on the big forces shaping 2024
Borsgade
April 19, 2024
In this interview, Bridgewater’s Ray Dalio discusses his latest thinking on markets, the economies, and the geopolitical situation.
Category: China
Ray Dalio: Why I invest in China
Borsgade
April 15, 2024
Bridgewater’s Ray Dalio has been intimately involved in the Chinese Markets in more than forty years. In this article, Dalio reflect on the pro and cons of being invested in China.
Karen Karniol-Tambour: Where can investors find geographic diversification?
Borsgade
March 26, 2024
Karen Karniol-Tambour has analysed the benefits of geographic diversification away from the US market and how it can be highly beneficial.
Christopher Bloomstran: Letter to shareholders 2023
Borsgade
March 7, 2024
Christopher Bloomstran has just published his annual letter to shareholders. It is well worth a visit.
Guy Spier: Thoughts on China, mining companies and Seritage Growth Properties
Borsgade
November 8, 2023
Guy Spier talks about a number of his investments, including why he wants to invest in Chinese companies but not Turkish ones.
Kurt Kara: Q3 2023 – US, China and a single portfolio change
Borsgade
October 21, 2023
Kurt Kara and the other portfolio managers give a quarterly update on the different portfolios in Maj Invest, including the Value Aktier fund.
Mohnish Pabrai: Investing in Chinese BYD, Moutai and Tencent
Borsgade
August 22, 2023
In an interview with the Chinese media ‘Weekly on Stocks’, Mohnish Pabrai talks about his investment considerations in China – including investments in BYD, Moutai and Tencent.
Mohnish Pabrai’s: Investing in China, crypto and the art of finding multi-baggers
Borsgade
June 26, 2023
Mohnish Pabrai discusses a variety of investment issues, including investing in China, crypto and multi-baggers.
Ray Dalio – How to prepare for the changing world order
Borsgade
May 5, 2023
Ray Dalio, founder of Bridgewater Associates, reflects on a number of interesting topics in this interview: the threat of China, population growth, the geopolitical situation and advice for the younger generation.
Howard Marks on The New State of Markets
Peter Stæhr
February 15, 2023
Marks on the new situation in the markets Interesting interview with Oaktree Capital’s Howard Marks with a special focus on inflation and interest rates. Oaktree’s specialty is corporate bonds, and
Happy New Year and inspiration for 2022
Peter Stæhr
December 29, 2021
New Year is a time for celebration… and reflection. 2021: An exceptionally good investment year Another investment year is coming to an end. And what a year it has been