Markets

Billionaire Ray Dalio says ‘almost everybody is underweight on China’ and gives advice on how to invest in the world’s 2nd largest economy

Billionaire investor Ray Dalio said “everybody is underweight on China” but he thinks the “right type of balance” investing in China can yield positive results. “Our approach is, we call it the all-weather approach, it’s a certain balance in which you achieve balance without lowering the expected return. From that, […]
Billionaire Ray Dalio says ‘almost everybody is underweight on China’ and gives advice on how to invest in the world’s 2nd largest economy
Markets

This world-beating fund manager reckons China’s currency rout is over

If you’re betting on further weakness in the Chinese renminbi, perhaps you should think again. On the back of China’s massive current-account surplus, efforts from the the People’s Bank Bank of China (PBOC) to deter speculators from adding to bearish bets and increasing foreign inflows into China’s bond market, the […]
This world-beating fund manager reckons China’s currency rout is over
Markets

China is about to face a tough decision

Based on the torrent of research notes that have hit our inbox today, the macroeconomic community remains divided over the challenges facing Chinese policymakers in the period ahead. Weaker economic growth, accelerated capital outflows and financial market instability are concerns that continue to bubble away underneath the surface. Some are […]
China is about to face a tough decision
Markets

CBA: Stop worrying about China’s currency

Despite recent stability in Chinese renminbi, concerns over the outlook for the currency persist across financial markets. The sudden devaluation of the currency in August last year, something many speculate was due to a sharp deceleration in economic growth, rattled financial markets at the time, causing widespread declines in risk […]
CBA: Stop worrying about China’s currency