15-07-2025
Bridgewater Grows More Bullish on China Stocks After 14% Return
Bridgewater Associates is more bullish on Chinese stocks after government stimulus in response to US tariffs helped boost its onshore China fund by 14% in the first half of the year.
Bridgewater's onshore China unit said in its second-quarter investor letter that its view as of June 30 on Chinese equities is 'moderately increase' relative to the All Weather strategic allocations, citing policy support and relatively low valuations.