Sun, Dec 21, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Hedge fund investments in emerging markets rise in Q2

Monday, August 26, 2013

amb
Kenneth J. Heinz
Precy Dumlao, Opalesque Asia:

Hedge funds’ confidence in emerging markets remain at positive levels as investments in the sector rose in Q2 of 2013 even as currencies across the globe fell during the period, according to data provider Hedge Funds Research.

According to the latest HFR Emerging Markets Hedge Fund Industry Report, hedge funds assets invested in emerging markets reached a record $154.9bn (Russian Ruble 5.1tln, Brazil Real 371 bn, Indian Rupee 9.8tln, Saudi Riyal 580 bn).

"In contrast to the recent economic improvement in developed markets, the Emerging Markets investment environment has deteriorated and become more challenging, with EM hedge funds effectively posting impressive gains, negatively correlated to the recent declines in both EM equities and currencies," said Kenneth J. Heinz, President of HFR.

He went on to say, "The combination of variables , including expectations for tapering of U.S. bond purchases, continued social and secular unrest across Egypt and Syria, and policy action to reduce the sharp declines in the Indian Rupee and South African Rand suggests continued EM asset volatility in coming quarters. Through this environment, EM hedge funds continue to be well positioned to insulate investors from currency, commodity, equity and sovereign fixed income weakness and to tactically position for opportunities created by fluid political......................

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 win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Investing - Hedge funds get boost from healthcare in 2014, Paulson & Co takes stake in Salix on heels of inventory issues[more]

    Hedge funds get boost from healthcare in 2014 From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec

  4. Opalesque Exclusive: U.S. legal receivables fund launched in August[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Investing in asset-backed receivables is a strategy that has been an integral part of the alternative investment space within the overall fixed income asset c

  5. Comment - High fees and low performance hit hedge funds[more]

    From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und