Alex looks at data from Bloomberg that shows how Hedge Funds have slashed exposure to stocks with links to China. Moazed explains how unpredictable regulation and opaque ownership structures have pushed China linked stocks past the risk appetites of investors despite the current excess of capital being aggressively deployed around the world. Funds have reduced exposure not only to Chinese stocks, but to American stocks with supply chain dependencies in China as well.
This is an excerpt from episode 173 of Winner Take All. Watch the full episode here: youtu.be/eqHmjhcYM3E
Originally Aired: 09/14/21
#HedgeFund #Investing #StockMarket
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