特别对话来了！橡树资本霍华德·马克斯：全球投资者应充分信任中国智慧

Core Viewpoint - The article discusses the insights of Howard Marks, co-founder and co-chairman of Oaktree Capital, regarding the changing global economic landscape and the role of the Chinese market. Marks suggests that it is reasonable for investors to moderately reduce their allocation to U.S. assets, but the notion of "American exceptionalism" has not completely faded away. He emphasizes the importance of understanding China's pragmatic operational approach and trusting its practical wisdom in investment decisions [2]. Group 1 - Marks believes that investors should consider lowering their exposure to U.S. assets due to the evolving global economic conditions [2]. - The concept of "American exceptionalism" is still relevant, indicating that the U.S. market retains some unique advantages despite challenges [2]. - Understanding China's pragmatic approach is crucial for investors looking to engage with the Chinese market [2].