Fri, May 27, 2016
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
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. Performance - Hedge fund ETFs take a battering, Have long-short credit funds delivered?[more]

    Hedge fund ETFs take a battering From ETFStrategy.co.uk: It was a blow for the hedge fund world when Hillary Clinton’s son-in-law Marc Mezvinsky announced he would be closing his Greek-focused fund after it plummeted in value by 90%, just two years after it launched. For passive investor

  2. Ares Capital to buy American Capital in $3.4 billion deal[more]

    From PIOnline.com: Ares Management's business development company Ares Capital Corp. is buying troubled BDC American Capital for $3.43 billion, said a joint news release by the BDCs and another release by Ares Management. Ares Capital Corp.'s assets are expected to grow to about $13.2 billion when t

  3. Launches - Man Group and American Beacon launch new emerging debt fund, Nikko AM launches new Japan equity UCITS fund[more]

    Man Group and American Beacon launch new emerging debt fund American Beacon Advisors, an experienced provider of investment advisory services to institutional and retail markets, launched the American Beacon GLG Total Return Fund today. The Fund became effective May 20. The America

  4. Emerging markets hedge funds perform strongly, but capital base erodes[more]

    Komfie Manalo, Opalesque Asia: Latin American Emerging Markets and Russian hedge funds lead industry gains in the first months of 2016, posting strong performances through April as global and EM equity, commodity and currency markets surged in recent weeks following steep losses to begin the year

  5. Americas - Australian banks sending U.S. hedge funds broke, Ryan Puerto Rico ‘rescue’ bill could be windfall for hedge funds[more]

    Australian banks sending U.S. hedge funds broke From SMH.com.au: US hedge funds are not having the best of years. Profits are hard to find, they're underperforming and the punters are losing patience, withdrawing US$15 billion ($20.8 billion) in the March quarter. They're expected to wit