Matthews Asia: Is Now The Time To Be Bearish On China?

Is Now The Time To Be Bearish On China? by Andy Rothman, Matthews Asia

One of the world’s largest hedge funds has turned bearish on China, arguing that the recent stock market correction means ‘‘there are now no safe places to invest’’ in that country. I disagree. I respect Bridgewater as an investment house and their views require serious attention. But I think it worthwhile to explain some areas where my views differ.

In their nine-page research note, Bridgewater Associates...

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