Warren Buffett: We'll see how next management handles future investments in India
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- čas přidán 3. 05. 2024
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Charlie bet on China
Shanghai index halved from 6 K levels some 15 years ago
While India nifty moved from 4K levels in 2008 to present 22.5K levels
So they missed good opportunity
Of course they lost money in their Paytm investment
India is future. Going to grow at rapid growth
Most of the hedge funds that were on the recent "long India, short China" trade have already covered their shorts.
You're right, the "long India, short China" trade that was popular with hedge funds seems to be shifting. Here's a more insightful take with some data points:
Trend Reversal: A significant portion of hedge funds have indeed closed their short positions on China. Major players like Marshall Wace, which held China short positions, exited in Q1 2024 [source needed on hedge fund exit data].
Data on Short Covering: While specific data on the percentage of hedge funds exiting China shorts is hard to come by (due to privacy of holdings), industry reports suggest a significant decline. The Eurekahedge Greater China Long Short Equities Hedge Fund Index (EHFI115), which tracks performance of hedge funds focused on China, has shown positive movement in 2024, indicating a potential shift towards long positions [Eurekahedge Greater China Long Short Equities Hedge Fund Index].
Reasons for the Shift: The reasons for this reversal are likely multi-pronged:
China's Market Stabilization: China's recent efforts to stabilize its economy, including stimulus packages, might be giving investors renewed confidence.
India's Challenges: India, while still seen as a growth market, faces its own set of hurdles like inflation and potential slowdowns.
Overall, the "long India, short China" trade seems to be in flux. While India's long-term potential remains attractive, shorting China appears less popular among hedge funds in 2024.
coz biden agreed for controlled dedollarisation. else it was armageddon
Warren you have longer than you think, 🆗🙌🏻🙏🏻🙌🏻
which sector is he talking about
Is solana base in India?
Has suddenly aged significantly
BRK certainly lost money its first listed investment in India...PayTM
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look at his shadow ayo mahatma gandhi?