Wed, Sep 17, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Ballingal summarises Asian macro trends at Hong Kong Roundtable

Friday, May 31, 2013

amb
Andrew Ballingal
By Beverly Chandler, Opalesque London:

The Opalesque 2013 Hong Kong Roundtable, sponsored by Bingham McCutchen, Eurex and Taussig Capital saw Andrew Ballingal, Founder and Chief Executive Officer, Ballingal Investment Advisors give his views on the major macro trends in Asia.

He opened with: "We think the US is on the mend. A great deal of structural adjustment has taken place, and while there is obviously a long process of public finance consolidation ahead, implying sustained fiscal drag, the private sector, having done the "hard yards", is now in a position to grow again, with the key being a stabilizing labor market and an improving housing market. The latter is obviously helpful for household confidence, but it is also important for credit; with both conventional and unconventional channels beginning to work again, credit will grow again. If corporations come to the party and deploy their abundant cash on investment and hiring, we would all be in for a big upside growth surprise! So we are reasonably constructive about the US, and certainly more constructive than bonds yielding 1.7% imply."

The firm started questioning China’s secu......................

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 - Big hedge funds show interest in Alibaba, Maglan joins other hedge funds in rush to Argentinian assets[more]

    Big hedge funds show interest in Alibaba From Hereisthecity.com: …Three other major hedge fund investors who have shown interest in the IPO are Dan Loeb of Third Point, David Tepper of Appaloosa Management and Dan Benton of Andor Capital Management. All three were among the roughly 800 p

  2. Investors looking at other sources for hedge fund-like returns[more]

    Komfie Manalo, Opalesque Asia: Investors who are always on the lookout for higher gains are looking at alternative sources of income, particularly exchange-traded fund industry that generates hedge fund-like returns, according to

  3. Investors move capital out of Scotland ahead of referendum[more]

    Benedicte Gravrand, Opalesque Geneva: Ahead of Scotland’s independence referendum on September 18, asset managers, investors and pension savers are moving billions of pounds out of the country,

  4. Indices - Greenwich Global Hedge Fund Index up 1.57% in August (+4.22% YTD), Eurekahedge Hedge Fund Index rebounds in August gaining 1.36% (4.22%), Lyxor Hedge Fund Index was up 0.9% in August (YTD +1.7%)[more]

    Greenwich Global Hedge Fund Index up 1.57% in August (+4.22% YTD) The Greenwich Global Hedge Fund Index ended the month of August up +1.57%. Equity markets were up in August with the MSCI World Index up +2.00%. This was primarily driven by the performance of the S&P 500 which was up +4.

  5. Alpha Strategic buys stake in Premium Point Investments[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Alpha Strategic plc, a affiliate of