霍华德·马克斯:看好中国资产的长期价值,投资需要耐心
近日,橡树资本管理公司联席创始人霍华德·马克斯在一次互动访谈中,涉及诸多领域话题。
其中,霍华德·马克斯谈及他看好中国资产的长期价值,一方面,中国资产更便宜更具有吸引力;另一方面,他看好中国后续不过多依赖刺激的可持续增长模式,认为中国仍有巨大发展潜力。
他还透露称,他一直在增加在中国资产上的头寸,并表示投资需要耐心。
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