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Matthias Knab, Opalesque for New Managers: Samira Farzad, Head of Business Development at HF Quarters, said today that Asia-focused hedge funds have exhibited resilience during the recent broad market selloff, outperforming their U.S. counterparts, benefitting from their strategic positioning and favorable regional conditions. A key driver of this performance has been the strength of Chinese equities, which attracted global investors seeking stability in an uncertain environment. Hong Kong's Hang Seng Index, reflecting the gains of major Chinese firms, saw a notable increase year-to-date, reinforcing confidence in the region. In contrast, U.S.-focused hedge funds faced significant challenges, with trade policy concerns and broader economic uncertainty leading to notable declines in stock positions and heightened market volatility. Many Asia-focused funds maintained long positions in resilient Asian markets while hedging exposure to U.S. and European equities. Foreign exchange hedging further insulated these funds from broader market swings, contributing to their overall stability compared to global peers. The structural advantages of Asian markets have also played a critical role in attracting capital flows. With a lower correlation to Western markets, the region has provided a relative "safe haven" for investors navigating ongoing global economic uncertainty....................... To view our full article Click here
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