Ray Dalio, founder of Bridgewater Associates, stated that his family office maintains a small portion of its portfolio in China but acknowledged significant challenges due to the country’s economic slowdown.
Speaking in a Bloomberg interview, Dalio noted that China’s environment has become more difficult, with its property and equity markets in decline.
Despite this, he sees China as a worthwhile investment opportunity, though the size and structure of such investments should be carefully considered.
He emphasized the need for China to undergo economic restructuring, partly due to issues in its property sector, which he compared to Japan’s challenges in the 1990s.
Dalio also advised investors to diversify and avoid overexposure to any one country, noting that all economies experience ups and downs.
