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Bridgewater's view on the Chinese stock market is becoming increasingly optimistic, with its onshore China fund achieving a return rate of 14% in the first half of the year. In the investor letter for the second quarter, Bridgewater stated that as of June 30th, its view on Chinese stocks has shifted from "all-weather" strategic allocation to "moderate overweight." The main reasons for this change include policy support and relatively low valuations.
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