Economics
Hedge Fund Adviser Polk Turns Optimistic on China, for Now: Q&A
- Medley Global Advisors China research head speaks in interview
- Polk encouraged by increasing rhetoric, energy around reforms
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Andrew Polk has told clients for years that China’s growth is slower than they think and its problems more deeply entrenched than they realize. So he’s feeling a tad uneasy about turning more optimistic these days.
"I hate to seem too sanguine, but in the short-term time horizon things look pretty good," says Polk, Beijing-based head of China research at Medley Global Advisors, which advises hedge funds and other institutional investors. "It’s hard for me to see the blowup that people are expecting."