(Bloomberg) Donald Trump’s threats of a trade war with China are sending jitters through the hedge-fund community. Pinpoint Asset Management and SPQ Asia Capital have recently cut a measure of risk called net exposure — the difference between bullish and bearish bets — for hedge funds that invest in China. FengHe Asia Fund, which focuses on China, Taiwan and Vietnam, has reduced its allocation to Chinese stocks to the lowest level since 2012.
Trump’s Trade War Has Hedge Funds Diving for Cover in China
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