An influential research report was released by Pivot Capital Management in August of 2009, entitled “China’s Investment Boom: the Great Leap into the Unknown.” 232 The monograph presents a detailed analysis of the nature and dynamics of China’s economic growth and concludes that continued GDP growth is largely the product of unprecedented and unsustainable capital investment.
[…] we believe the coming slowdown in China has the potential to be a similar
watershed event for world markets as the reversal of the U.S. subprime and
housing boom. The ramifications will be far-reaching across most asset classes,
and will present major opportunities to exploit.
At this year's SALT New York conference, Wences Casares, the chairman of XAPO, and Peter Briger, the principal and co-chief executive officer of Fortress Investment Group discussed the macro case for Bitcoin. Q2 2021 hedge fund letters, conferences and more XAPO describes itself as the first digital bank of its kind, which offers the "convenience" Read More
Hedge Funds Perspectives China