This is the first interview Li has accepted with domestic Chinese media after four years. In the interview, Li recalled his mentor Munger, summarized his spiritual legacy, and pointed out that it was Munger who made value investing possible in the global practice.
On this CNBC interview, David Tepper, Appaloosa Management founder and president, discuss his thoughts a number of topics, not least his bets on the Chinese market and where he’s finding opportunities.
In this discussion, Bridgewater and GIC, the entity that is responsible for managing Singapore’s international reserves, assess the issues they think are most important for investors to grapple with in the years ahead.
In this interview, Bridgewater’s Ray Dalio discusses his latest thinking on markets, the economies, and the geopolitical situation.
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 has analysed the benefits of geographic diversification away from the US market and how it can be highly beneficial.
Christopher Bloomstran has just published his annual letter to shareholders. It is well worth a visit.
Guy Spier talks about a number of his investments, including why he wants to invest in Chinese companies but not Turkish ones.
Kurt Kara and the other portfolio managers give a quarterly update on the different portfolios in Maj Invest, including the Value Aktier fund.
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 discusses a variety of investment issues, including investing in China, crypto and multi-baggers.
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.
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
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
