Hedge Fund That Got China Right Sees Risk In US Markets
Investors in US stocks and junk bonds are failing to price in enough risk of recession this year, according to an Asia-focused hedge fund that outperformed the global industry in 2022 with well-timed bets on China’s rebound.
Hemanth Kumar
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(Bloomberg) -- Investors in US stocks and junk bonds are failing to price in enough risk of recession this year, according to an Asia-focused hedge fund that outperformed the global industry in 2022 with well-timed bets on China’s rebound.
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