桥水创始人达利欧：长短期看，全球投资者都应该增加对中国的配置
瑞·达利欧（Ray Dalio）认为，出于长期多元化和短期策略性交易的需要，有必要在其投资组合中布局“相当大一部分”在中国资产。
这位全球最大对冲基金Bridgewater Associates的创始人说，美国将面临更大的赤字，并将发行更多债券，而且由于全球投资者都在增持美国债券，他们将进行多元化投资，包括加大对中国的投资。他看好中国债券而不是美国债券，并预计人民币将从资本流入中受益。
Reprinted from 见闻VIP，the copyright all reserved by the original author.
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