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Opalesque Exclusive: The China Mantou Fund reaches 5-year track record Pacific Sun Investment Management (Hong Kong) announced that The China Mantou Fund, a long-short greater China fund, has reached a 5-year track record. Investors who have invested in the Fund since July 2003 have earned approximately 90% since strategy inception and 14% annualized, respectively, net of fees.

The Fund invests primarily in listed companies globally that have a majority of revenue, profits, and/or operations in greater China. It can also invest a portion of its assets in unlisted investments. The core long portfolio, according to Pacific Sun, consists of entrepreneur-backed mid and small cap stocks that trade on average of 5 times forward earnings with a 4% dividend yield… Contact: +852 2525-2010 / +852 9258-4425 candytse@pacificsun.com.hk.

Merrill analyst: Investors look at India to play falling oil trade but convictions, especially from HFs, remain low From sify.com: … DSP Merrill Lynch analyst Jyoti Jaipuria, who met over 100 foreign investors across Asia and the US over the past three weeks, says most investors look at India as one of the best countries to play the falling oil trade. Over the past few weeks, falling oil prices have triggered covering of shorts and small buying in India. Investors do expect some shift in money from “commodity producer” countries like Brazil and Russia to “commodity user” countries such as India and China, Jaipuri......................

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