In Ray Dalio’s online series, The Changing World Order, he wrote a precise focus piece on world history and the subsequent geopolitical and economic events. It is impressive and insightful. The key takeaway from this book, is that Ray Dalio is bullish in China. He also recently wrote an opinion piece on Financial Times (Paywall, but everyone is entitled to one free article per day).
https://www.ft.com/content/8749b742-d3c9-41b4-910e-80e8693c36e6
Here I explore a few reasons why I decided to turn my attention to the East. It’s a new market, and a very huge one, so it will take a lot of hard work to begin stock picking there.
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