Wed, Oct 22, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Asia Pacific Intelligence

Editorial

Wednesday, January 09, 2013

Welcome to 2013 and to the January issue of Asia Pacific Intelligence. With the start of a new year, it's a good opportunity to take a peek back at how 2012 was for the Asian hedge fund industry and then to look forward at developments we can hope to see over the coming year.

This month's cover story is an extensive interview with Joseph Pacini, Head of Alternative Investment Strategy Group for BlackRock Asia Pacific and responsible for some $22bn in alternatives in the region. Pacini pinpoints opportunities for investors into Asia and within Asia over 2013. Dislocations, shortage of capital and volatility will all provide potential returns, he says.

For our 'View from here' regular column, we interviewed James Hay at Pangolin Investment Management whose $37m portfolio has achieved an annualised return of 16% since 2004, with investments in just four Asian markets: Singapore; Malaysia; Thailand and Indonesia. Not strictly a hedge fund, as the markets don't offer much in the way of hedging opportunities, Hay's fund is a value fund, hedging through natural opportunities that arise in inefficient markets.

Looking at the regulatory environment in Asia, both back to 2012 and looking forward to 2013, Kinetic Partners have produced a substantial report on how this will impact on financial services companies. Asia seems relatively calm but leaders from the financial services industry certainly seem to have concerns over the impact of new regulations in the coming year.

Beverly Chandler
Editor, Asia Pacific Intelligence
Chandler@opalesque.com

Beverly Chandler
About the editor - Based in the UK, Beverly Chandler has been a specialist hedge fund journalist and editor for many years. She has written extensively for the national newspapers, including the Financial Times, trade papers and established a number of hedge fund magazines and newsletters. She has also written a series of books on the subject, including Managed Futures - An Investor's Guide for Wiley Financial, and Investing with the Hedge Fund Giants, from Pearson. Beverly was the European editor for MAR Hedge from 1996 to 2000, the years when a great number of the hedge fund manager star names of today were starting to build their businesses. She was awarded the Rose Baratz journalism award by AIMA in 1992.

Beverly has also worked extensively in the hedge fund conference industry, chairing and filming interviews at events for the GAIM conferences among others.

 
This article was published in Opalesque's Asia Pacific Intelligence our monthly research update on alternative investments in the Asia-Pacific region.
Asia Pacific Intelligence
Asia Pacific Intelligence
Asia Pacific Intelligence

Banner

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. Commodities - Oil wreaking havoc on small-cap energy stocks sliding 36%[more]

    From Bloomberg.com: Owning almost anything in the U.S. stock market has been a losing proposition since September. Owning smaller energy companies has been a catastrophe. Hercules Offshore Inc. and Resolute Energy Corp. are among 19 oil-and-gas equities in the Russell 2000 Index that lost more than

  2. Investing - Hedge funds favor equity long/short, Strategic bond managers hedge against further high yield sell-off[more]

    Hedge funds favor equity long/short From Securitieslendingtimes.com: Equity long/short strategies will generate good returns for hedge funds in the future, according to a panel at this year’s Risk Management Association Conference on Securities Lending in Naples, Florida. Panellists Sand

  3. Legal - Ex-hedge fund analyst weeps as judge hands down 5 year sentence, Former Columbus investment manager Steven P. Moore indicted on theft charges, SEBI confirms ban for Hong Kong hedge fund, SEC announces enforcement action against compliance officer[more]

    Ex-hedge fund analyst weeps as judge hands down 5 year sentence From Hereisthecity.com: An ex-hedge fund analyst was sentenced to 5 years in prison for his role in insider-trading scheme. The New York Post reports that former hedge fund analyst Matthew Teeple was sentenced Thursday to fiv

  4. Goldman in talks to acquire IndexIQ[more]

    From Bloomberg.com: Can Goldman Sachs put ETF investors on a liquid diet? Goldman is in talks to acquire IndexIQ, Reuters has reported. Index IQ is a small exchange-traded-fund firm known mostly for products that replicate hedge fund strategies, called "liquid alternative" ETFs. While IndexIQ has 11

  5. Other Voices: CALPERS dilemma should be a warning to hedge funds wanting institutional investors[more]

    From Ian Hamilton, founder of IDS Group. A quick comment on the CALPERS’ disinvestment from the hedge fund market and the jitters it is causing. Pension Funds should not be sheep and follow CALPERS’ decision as the issues that CALPERS has with hedge fund investments are in many ways unique t