Wed, Apr 1, 2015
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. Other Voices: Does the hedge fund industry benefit society?[more]

    This article was authored by Don Steinbrugge, Chairman of Agecroft Partners, a US-based global consulting and third party marketing firm for hedge funds. It is no secret that the hedge fund industry is viewed negatively by a la

  2. Private credit comes into focus for investors[more]

    Bailey McCann, Opalesque New York: As investors look for a way out of the low yield/no yield environment, private credit is becoming an increasingly attractive asset class, according to a white paper from Bayshore Capital Advisors. Private credit has grown steadily since the financial crisis as

  3. Other Voices: The role of diversification in CTA portfolios[more]

    2014 brought a resurgence of managed futures strategies, or CTAs, which performed very well as a whole, outperforming all other hedge fund strategies. However, a closer look reveals that there was a wide range of performance, or return dispersion, across managers. The bottom line? Not all CTAs

  4. Neuberger Berman unit buys 20% stake in activist hedge fund Jana Partners for $2bn[more]

    Komfie Manalo, Opalesque Asia: Neuberger Berman’s unit Dyal Capital Partners bought a 20% stake in activist hedge fund firm Jana Partners worth $2bn, WSJ.com reports. The deal comes as activi

  5. Hedge fund launches fall again, $1bn funds found to outperform even smaller hedge funds[more]

    Komfie Manalo, Opalesque Asia: The number of new hedge fund launches fell again in 2014, the third consecutive year of decline, while fund liquidations saw their first drop since 2010, according to the latest HFR Market Microstructure Industry Report released by industry data provider HFR. Acc

banner