‘There Are Real Issues in China Now,’ Ray Dalio Says
Billionaire investor Ray Dalio shares his views on China’s economy, saying “there are real issues” and restructuring is needed. According to Dalio, “it’s a situation that’s more challenging than Japan in 1990.” He speaks to Bloomberg Television on the sidelines of the Milken Institute Asia Summit 2024.
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47 Comments
He should worry about US much more than China…….China is leading the 4th Industrial Revolution!
So much negativity about china, maybe it is the time to get in.
我觉得说得很中肯
for the longest time, this guy has been saying china will dominate the world
he's very pro china. He has a lot of connections in china, (ccp connected no doubt.
Yes, Chinese economy is collapsing. LOL. Their GDP grew 5% last year, what is US? What is US debt?
he talks about restructuring so what would be his suggestion to restructure? waiting for his brilliant suggestions
He comes across as a genuine guy but I think he’s a fraud
It is Simple Chinese economy, specifically and different.The Investing in China is a Inevitable, Investing size, certain Chinese local and central Government and policy, it is clear, may very,very clear….
He made the case it’s a horrible place to invest
He was harping about China being the dominant leader for years now. Wouldn't this mega power be able to take over everything? Which country is in better/worse shape? US/China?
Say bye bye to that chinese portfolio dalio
I knew he was lying in 2021. China was not investable after 2015. Things got worse and worse. It is my home country and we all know why.😂😂😂
If the Chinese government pull through this in the next few years, as they have done so forty years ago, those who have faith could benefit immensely. Chances are behind crises.
A Feng Sui master will know what I am hinting !
There’re real issues in USA now;
There’re real issues in the UK now; There’re real issues in the EU now; There’re real issues EVERYWHERE now🙄
These people have been saying the same in the past twenty years lol.
Ray dalio- never been to china
US based trade is down
But non us dollars trade is high highbhigh
They are in process of restructuring. Developing new corridors for trade with central asian countries. Shifting the manufacturing to premium and advanced technological development. Its 2md largest economy it not just going to vanish. The problem is they start confronting US too early before they captured new markets new supply chains. They played their cards too fast. Now US is process to make sure that enough countermeasures in place to restrict china all the while the internal issues as ray said. Thats really a mess plus their expanist desire. They literally offended everyone. Everyone in addition of US very afraid of china and trying to decouple as much as possible. Geopolitics sometimes decided so much fate of a countries then just pure simple competition.
世界的经济都不好，罪魁祸首当然是疯狂加息的某国。😅
what a joke. The West, see how bad US economy is now.
Don't beat around the bush. Just say it simply "China not place for Oligarchy or capitalist,In capitalist countries, oligarchy rules the government, in communist countries the government rules the oligarchy.
Americans cheat Americans
Basically, China has a new Mao dictator, the property bubble was epic and deflation and depression awaits, affecting 70% of all households, xi has stated he is not going to do QE, Zirp and will likely pull a 'common prosperity' and you could lose the lot.
Only stupid people would invest in China right now.
Why is an interviews leaning so close towards him. weird
Compare to US and most western countries, China is still significantly more prosperous and stable.
Every white people saying now have turn a blind eye to Chinese people and deal with ccp
Perestroika (meaning "restructuring" in Russian) in the Soviet Union did not work out very well for them.
The U.S. tax system is divided into federal and local taxes. U.S. laws do not allow the federal government to fund local governments unless it is an emergency. The federal government is financing its large budget deficit by printing money, which local governments cannot do. In 2024, 50 of the 75 core cities in the United States are running a budget deficit and heading toward bankruptcy. They have to raise taxes or they won't be able to pay their firefighters, schools, and police. Rich Americans living in these cities (Musk moving from CA to TX) are moving to cities that are not facing bankruptcy. The inflation rate may have been lowered, but prices remain at inflated levels. The U.S. dollar has devalued over 98% from its original value of $35 per ounce.
This moron , the last deacade he has been nothing but a COMMUNIST STOOGE, bragging about how China wld yrounce the USA.
NOW , he is obviously losing money in china , and is changing his rhetoric to get US money.
Pls go kiss a donkey arse.
Pop up another stock bubble can solve or at least delay it, Mr. Dalio
Y'all didn't believe Dalio when he was bullish on China. Now that he's not, you all believe him now. Hypocrites
I really like Ray Dalio, a lot. Brilliant guy for sure. However it is much easier to talk about China 's real problems than the US's real problems. In China, where there is a problem they will fix it.. They have the will & the money to do it, & I believe that the Chinese are pretty smart.. So why worry about China? They will take care of China.. Worry about the US, the US needs solutions & fast.. Spend energy on this.. imho.. 35t in debt, crumbling infrastructure, no high speed rail, an economy that thinks Wall st is the economy!! Diminished manufacturing capabilities, crazy foreign policy decisions, homelessness, drug problems, poverty, the US trying to tell everyone around the globe that democracy is the only thing, at gun point, or else… coups, & destabilizing efforts to war profiteering, resource extraction & theft of resources.. All of this is going on in the US and nobody talks about it.. But China.. oh yeah.. they brought out of poverty 800 million plus people into the middle class.. Built on the greed of Western corporations CEO'S & board members lining their pockets whilst closing US manufacturing facilities to export manufacturing jobs to China.. Now the real question is do you think that they will allow their system to run by Oligarchs like the US?? Or do you think that they will want to have a more balanced approach to prosperity and wealth distribution? They have common prosperity, so I think that I answered the question… The Oligarchs in the US, government, & media will spend $1.6B on anti China coverage..
CIA AND SEC GOT TO HIM!
aistockadvisor AI fixes this. Ray Dalio: China needs restructuring.
The fundamental issues with China that ray is talking about have been there since the time he started shilling about China. A communist dictatorship with no real space for dissent was always going to run into problems becuz no one wants to give bad news to Xi. Big examples of this is the population collapse, COVID lockdowns long after the world had moved on, the real estate crisis etc.
政府不从这个地方收税，就从那个地方收税，现在房地产泡沫已破，下一步，政府会从哪个地方收税？
When I was quite young I was in business class on way to Asia. My seat mate was a big finance guy. At that age I had a hard time talking about finance, hedge funds (a new concept then), etc. At some point I asked him, in summary, how to the markets work.
He said: Money goes in to the market (asset). Prices go up. Money come out, prices go down. The trick is to get in before other money does and get out before other money does.
Ray is missing the point on China. Money is leaving in droves.
Ray is a liar, do the opposite, dont put ANY money in China!!!!
Get your money out of China.
When a long time China bull expressed his concerns, that means there are huge problems in China. US business should be very conservative in China.
No one can predict China. He was wrong before, and he’s wrong now. That’s also why as a foreigner you don’t invest in China unless you have access to the local market.
Let me correct a little bit here. It is still glorious to be rich, but not glorious to be rich by using inside information or monopoly power. I think this is not much clearly explained or understood by many people.
And there are no “ real issues now” in the western countries….and therefore “restructuring” is not necessary?
I don’t trust Dalio for investment advice. His answer to whether or not one should still invest in China is BS。 He is no Warren Buffet
I think China has so many new political and social formations that economics on the traditional way of the west to analyze it is not totally correct, as they think they are the same capitalist as the US is, which they are not, but who knows