Tue, Jan 27, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Asian and emerging market hedge fund specialist detects a whiff of bullishness

Monday, March 04, 2013

Beverly Chandler, Opalesque London: Whisper it, but if GFIA’s Peter Douglas thinks 'the smell of bullishness is in the air’ then things must be improving in the Asian and emerging market hedge fund world. Douglas comments that after four long lonely years of researching boutiques in Asia and the emerging markets, he sees managers beginning to raise money.

He writes: "A tiny Asian small-cap equity manager has just hired a new senior CEO to manage its growth. The longest-standing Thai equity fund, (Quest – reported in Opalesque here), out there has just closed its low-fee fund to investors and is channelling new money into a higher-fee class."

Douglas filtered one week’s worth of manager notes sitting in his in-box, screening out those that require an internet connection to read and those that, 'with Solomonic wisdom, don’t make market or performance forecasts, or were equivocal’ and came up with the following prognostications:

  • "we are quite optimistic this will be a good year for markets" – middle east specialist
  • "we view the future quarters with confi dence and expect strong returns" – turkey specialist
  • "expect more price stability" – Japan credit specialist
  • "maintained slightly long exposure" – Japan market neutral manager
  • "our market continues attractive relative to US$ and we’re......................

    To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - U.S. investors favor currency hedged Europe ETFs as euro tumbles, Quants win back investors as Swiss franc fuels volatility gains, David Einhorn's $7bn hedge fund is loading up on this stock, Hedge fund BlueMountain Capital unveils Ocwen Financial short, claims default on notes[more]

    U.S. investors favor currency hedged Europe ETFs as euro tumbles From Reuters.com: U.S. investors stung by the falling euro who want to stay invested in Europe are turning to exchange-traded funds designed to strip out the impact of the region's currency. The biggest among so-called "cur

  2. News Briefs - Millennials use tech tools to jump into investing, Winklevoss twins to launch bitcoin exchange with FDIC insured deposits, Robertson’s legacy from hedge funds to New Zealand, Real estate managers exploring smaller open-end funds[more]

    Millennials use tech tools to jump into investing It is the Facebookification of monetary investing. From social networking platforms that enable young investors to stick to every other's stock-picking mojo, to internet sites for initially-timers hungry for a piece of the Silicon Valley

  3. Top performing private equity firms you should invest in[more]

    Komfie Manalo, Opalesque Asia: Professor Oliver Gottschalg of Paris-based HEC Business School, also known as Ecole des Hautes Etudes Commerciales de Paris has released his annual ranking of the top performing private equity firms. The 2014 HEC-DowJones Private Equity Performance Ranking

  4. Comment - Why invest in hedge funds if they don't outperform the market?[more]

    From Forbes.com: Hedge funds have always been a bit exotic and an enigma to some, but bottom line they are supposed to produce good returns using a range of strategies including global macro, event driven and relative value (arbitrage). And, sophisticated or high-net-worth individuals (HNWIs) could

  5. Owen Li 'truly sorry' for blowing up $100m of hedge fund’s assets[more]

    From CNBC.com: A hedge fund manager told clients he is "truly sorry" for losing virtually all their money. Owen Li, the founder of Canarsie Capital in New York, said Tuesday he had lost all but $200,000 of the firm's capital—down from the roughly $100 million it ran as of late March. "I take r