So eindeutig ist die Meinung der Fonds aber nicht…denn auch dort gibt es aktuell zwei gleichwertige Lager, genau wie in diesem Forum… die Zukunft wird zeigen wer Recht behält…
„ All told, 13F filings from recent days demonstrate that even some of the biggest and brightest money managers didn’t anticipate China’s sweeping crackdown on everything from large technology firms to for-profit tutoring companies. “
„ For now, at least, not all hedge funds are willing to join Ark Investment Management’s Cathie Wood in taking their Chinese stock exposure to zero.
“It’s a mistake to believe that China is uninvestable,” said Cory Lester, managing director at Morgan Creek Capital Management, which has stakes in hedge funds, including some that invest in China. “The current environment is very much shoot first, ask questions later.”
„ In one example of the delicate balancing act, Laurion Capital Management, a 16-year-old hedge fund, increased its ownership in Alibaba, bringing the market value of its holding to almost $700 million at midyear and making it the firm’s largest position. Its biggest new buy was a $257 million stake in JD.com.“
„The American and Chinese systems and markets both have opportunities and risks and are likely to compete with each other and diversify each other. Hence they both should be considered as important parts of one’s portfolio,” Dalio wrote. “Look at the trends and not misunderstand and over-focus on the wiggles.”
www.bloomberg.com/news/articles/...ith-gensler-urging-caution
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