Bridgewater adds local stocks to China hedge fund on Sept. rally

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Bridgewater Associates Новости

Madison Mills,Seana Smith,China

Bridgewater Associates has added local stocks to its China hedge fund following a September rally that saw returns soar by 31%. Catalysts anchors Seana Smith...

First up, Bridgewater associates onshore China hedge fund adding exposure to local stocks following last month's rally, the boosted the funds returns to 31% for the year from saying the valuations do remain attractive.

But the big question I think is whether or not this is going to be a sugar high that leads to a little bit of a positive lift for capital markets but is not going to feed through to consumers. Not only because of this, not only stocks that are in the region, but of course, stocks that are trading in the US, of course, and, and, and that's what you and I have been talking about now for what feels like a very, very long time just in terms of the stark underperformance of China's economy, what it would take in order to reignite or reintroduce some of that lost enthusiasm.

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