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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors have become 'disillusioned' from China's slowing growth, says NWI Management's HariharanTara Hariharan, NWI Management managing director of global macro research, said investors have become "disillusioned and disengaged" from China's slowing growth and its tighter regulatory policies.
Persons: NWI Management's, Tara Hariharan Organizations: Investors, NWI Management
LONDON, March 17 (Reuters) - Hedge funds are watching growing U.S.-Chinese geopolitical tensions and have spotted ways to trade them. Taking a short position on investment grade bonds would make up for losses on long positions elsewhere, he said. If tensions were resolved, being caught with a negative view on Chinese stocks would not be beneficial, and therefore she would not short Chinese AI firms but invest in U.S. ones instead. "The most sensitive commodity to a break down in trade between China and Russia and the West is graphite," he added. "Supply chains are already shifting to Penang, and they are receiving investment from both China and the U.S.
Watch CNBC's full interview with NWI Management's Tara Hariharan
  + stars: | 2022-12-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with NWI Management's Tara HariharanTara Hariharan, NWI Management managing director of global macro research, joins 'Closing Bell' to discuss her thoughts on how bullish the China reopening story is, the stimulus Chinese citizens have received and how the China reopening will affect global inflation.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's going to be a bumpy first half of 2023 for China's opening, says NWI Management's HariharanTara Hariharan, NWI Management managing director of global macro research, joins 'Closing Bell' to discuss her thoughts on how bullish the China reopening story is, the stimulus Chinese citizens have received and how the China reopening will affect global inflation.
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