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Hedge Fund Alpha’s December 2021 Hedge Fund Newsletter: Hedge Funds Avoid Distressed China Debt

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Jacob Wolinsky
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HFA Hedge Fund Update
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Welcome to our latest issue of issue of Hedge Fund Alpha’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback!

Featuring hedge funds avoiding distressed china debt, growth in crypto fund launches, and the adapting venture capital industry.

Q3 2021 hedge fund letters, conferences and more

Hedge Funds Avoid Distressed China Debt

When Beijing introduced its "three red lines" policy in August 2020, it markedly impacted the flow of fresh bank loads to highly leveraged real estate developers in China. This set off a chain of events, ultimately resulting in the near-collapse of property behemoth China Evergrande Group.

China's decision to clean up its banking system has created...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available.FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid