According to public information, Dario is "the most successful hedge fund manager in history", and the scale of funds he manages in bridgewater exceeds $654.38+050 billion, making him the most profitable hedge fund in American history. Dario's keen investment strategy in RMB assets fully shows that the world's top financial predators are optimistic about RMB assets.
Moreover, Dario made no secret of his opposition to American bonds. He believes that no matter what the result of the general election on June 5438+065438+1October 4, the US fiscal deficit will continue to worsen, so more US bonds will be issued to make up for the deficit, which will keep the risk of US debt default high.
The analysis of Wharton budget model of Penn University shows that after the election results are released, the United States may have a fiscal expenditure plan of $5 trillion. As early as June 26th of 10, BlackRock, the world's largest asset management group, had downgraded the rating of US debt.
Therefore, Dario is very optimistic about the China bond market, and China bonds also give him rich returns. According to market data, the yield of China 10-year treasury bonds is still above 3%, while the yield of US treasury bonds is less than 1% in the same period. This is conducive to the influx of global funds into China.
According to the data of China Bank, in the first three quarters of this year, the denomination of bonds entrusted by overseas institutions in China Bank increased by about 7 1, 9 1 billion yuan. Dario said that accelerating the capital flow into China will help the RMB become a reserve currency faster than expected. By then, the internationalization of RMB will be higher and higher.
Text | Lu Ti | Rayna Sue Gallium Map | Rao Jianning Review | Lu Tu