Thu, Jul 28, 2016
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. Opalesque Exclusive: California-based manager launches long/short equity hedge fund with unique algorithm[more]

    Benedicte Gravrand, Opalesque London for New Managers: SJL Capital LLC, an investment advisory firm based in California, has launched its maiden fund, the SJL MarketDNA Hedge Fund LP. The fund, which began trading

  2. Manny Roman to move from Man to Pimco[more]

    Benedicte Gravrand, Opalesque London: Emmanuel (Manny) Roman, an investment world veteran, has been hired by PIMCO, the large US bond fund house, as chief executive officer. PIMCO's current CEO Douglas Hodge will assume a new role as managing director and senior advisor when Roman joins P

  3. HFR: Hedge funds post strong gains in mid-July as markets recover from Brexit losses[more]

    Komfie Manalo, Opalesque Asia: Hedge funds posted strong gains through mid-July as the equity markets continued the recovery from Brexit losses. The HFRX Market Directional Index gained +2.17% (+4.22% YTD) and the HFRX Global Hedge Fund Index gained +1.03% through mid-month (+0.19%

  4. News Briefs - Carlyle goes on trial for a financial-crisis meltdown, Private equity and venture capital outperformed public markets in 2015, Pippa Middleton gets engaged to hedge fund manager James Matthews[more]

    Carlyle goes on trial for a financial-crisis meltdown Carlyle Group co-founder Bill Conway was in court on this small island last week recounting one of the most bruising episodes in his private-equity firm’s history: the 2008 collapse of mortgage-bond fund Carlyle Capital Corp. Carlyle

  5. …And Finally - Two men fall off cliff playing Pokemon Go[more]

    From BizarreNews.com: Two men who fell from a seaside cliff north of San Diego told authorities they became distracted while playing augmented reality game Pokemon Go. Encinitas fire Battalion Chief Robbie Ford said one of the men fell about 50 feet down the bluff in Encinitas while the other man fe