Hedge funds are playing a dangerous game on Japan and China
Hedge funds are playing a dangerous game on Japan and China
This year, everyone loves Japan and hates China. But don’t construct a long-short trade either way. Macro funds work well when there are clear trends, such as the unstoppable dollar rally in 2022. As the Bank of Japan and President Xi Jinping keep markets in the dark, one can be caught out by either side
This year, everyone loves Japan and hates China. But don’t construct a long-short trade either way. Macro funds work well when there are clear trends, such as the unstoppable dollar rally in 2022. As the Bank of Japan and President Xi Jinping keep markets in the dark, one can be caught out by either side
This year, everyone loves Japan and hates China. But don’t construct a long-short trade either way. Macro funds work well when there are clear trends, such as the unstoppable dollar rally in 2022. As the Bank of Japan and President Xi Jinping keep markets in the dark, one can be caught out by either side 
