Lim Chow Kiat and Ray Dalio Discuss China Investments at Milken Institute Asia Summit

Wednesday, 18 September 2024, 07:10

Lim Chow Kiat, CEO of GIC, and Ray Dalio of Bridgewater are navigating investment opportunities in China amid rising political risk. At the Milken Institute Asia Summit, both leaders expressed cautious optimism about the world's economic future despite geopolitical tensions and debt problems. Their commitment to investing in China reflects a strategic approach in the face of uncertainty.
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Lim Chow Kiat and Ray Dalio Discuss China Investments at Milken Institute Asia Summit

Investment Opportunities in China Amid Political Risk

At the Milken Institute Asia Summit 2024 in Singapore, Ray Dalio, the founder of the world's largest hedge fund, and Lim Chow Kiat, CEO of Singapore's sovereign wealth fund GIC, addressed the current investment climate. With a focus on the world economy, both expressed increasing caution due to political risk and uncertainty in global growth, stating that these factors could present significant challenges for investors.

Challenges to Investment Strategies

  • Dalio highlighted issues related to geopolitical tension and rising debt problems, emphasizing their effects on financial markets.
  • He noted, “The surprises are more on the downside than the upside,” reflecting a cautious outlook.
  • Lim echoed these sentiments, urging a selective approach to finding investment opportunities rather than making large, sweeping allocations.

Despite these challenges, both leaders remain committed to investing in China, recognizing it as an essential market despite slow deal flows and low growth expectations.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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