Over the last 40 years, China’s rapid economic expansion has altered the world’s geopolitical and economic landscape.
Bridgewater’s Founder, Co-CIO and co-Chairman Ray Dalio joins Bridgewater’s Senior Portfolio Strategist Jim Haskel to discuss the historical arc of this growth and why the portfolio characteristics of China’s markets are attractive and diversifying despite escalating global tensions. To learn more visit: https://www.bridgewater.com/china/
To skip to specific sections in the video please find chapters marked below:
The US-China Conflict – 4:38
Investing in China – 11:30
Public and Private Markets in China – 20:32
Portfolio Characteristics of Chinese Markets – 24:47
Looking Ahead – 27:53