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China
Edge
(please read
Terms and Conditions before
reading the China Hedge Weekly)
Exclusive
Interview with Global Hedge Fund
Company (China Perspective -
Series 4) - FRM
Limited
Dr.
Au King-lun, MH, CEO
of FRM Hong Kong Limited: The
Mainland Chinese regulators are
keen to educate themselves further
to understand different asset
classes and to enjoy the undoubted
advantages hedge funds offer while
avoiding the pitfalls. It is a
process of education in all
countries, not just in China.
King:
Risk management and the consciousness of capital preservation is always the weakness for the majority of the Greater China managers, which can be depicted by their big downside volatility and their performance in 2008.
King:
We are currently evaluating a number of promising Greater China managers as this region is likely to lead the recovery given China's relative economic strength. The timing is still unclear yet. At this moment we are focusing on their ability to preserve capital should this crisis be more protracted than anticipated.
King:
In the near to mid term, we favour Directional Traders and Credit Long-Short. In the mid to long term, we intend to allocate more to Distressed Debt.
(published at China Hedge Weekly
(Chinese) at 25/5/2009)
For details (both Chinese and
English), please click
"Bigger is better"
Lessons from the hub of local
hedge fund (Part 1 of
2, The Chinese Hedge Fund City - Shenzhen Page, Series
4)
Thursday, 28 May 2009
In the Futian district of Shenzhen,
there is a wing-shaped structure
that is the new seat of the
municipal government. It is a reflection
of Shenzhen’s other
name – City of the Roc.
Shenzhen’s private investment
scene nestles in the area
surrounding the Roc-like
structure, as though it was
protected by the mighty bird...
(Please
refer the second part of news at
the next issue of
5 June 2009)
(Please refer the related news at the issue of
1 May 2009 titled "Shenzhen plans hedge fund industrial park")
Mutual
fund managers’ merry-go-round,
boon or bane of investors?
Thursday,
28 May 2009
Every successful fund is helmed by
an outstanding fund manager. Thus
the importance of a good fund
manager cannot be overstated. However, job-hopping among
mutual fund
managers seems to be a growing
trend of late...
48 Chinese Blue-Chips in recently launched Dow Jones Emerging Markets Sector Titans Indexes
Thursday,
28 May 2009
The Dow Jones Emerging Markets Sector Titans Indexes are available for the following sectors: Basic Materials, Consumer Goods, Consumer Services, Financials, Healthcare, Industrials, Metals & Mining, Oil & Gas, Technology, Telecommunications and Utilities...
A
rose
among
thorns,
Interview with Soochow
AM’s
pretty CIO Wang Jiong
Thursday,
28 May 2009
With 12 years in the business, and
having been a researcher at Dapeng's
Equities Research Centre and
assistant to the Chief Analyst,
Wang Jiong is no stranger to the
business...
China to launch the first
property equity exchange fund
Wednesday, 27 May 2009
The first domestic
property equity exchange fund was recently launched in Beijing...
Dan Bin’s local private
investment fund lost 58% in last 18 months
Wednesday, 27 May 2009
“We lost a lot because we insisted on value investments,” Dan wrote in his blog, “we hadn’t given up our concepts.”...
Atsushi Saito: Tokyo ETF to be listed in Shanghai exchange
Wednesday, 27 May 2009
Atsushi Saito, president & CEO of Tokyo Stock Exchange Group, said the
bourse planned to list Tokyo ETF in Shanghai Stock Exchange in the future...
A
China hedge fund gained over than 50% in half a year
Tuesday, 26 May 2009
As
the end of last Friday, in last six months one China
local hedge fund, named China Railway
Auspicious Equities Investment
Trust ranked top in all same type funds...
Ping An Trust to unveil the first ever Trust of Trust product
Tuesday, 26 May 2009
Ping An Trust has unveiled the first ever Trust of Trust product in China, adding innovations in China’s financial
wealth management market...
Fujian launched first structured beneficiary trust
Monday, 25 May 2009
The first structured beneficiary trust in the province has been launched...
Huabao Trust gained average 3.08% of returns on all trusts
Monday, 25 May 2009
According to the annual report of Huabao Trust, the company had gained average 3.08 of returns in 2008, up from 1.83% in 2007, comparing the industry average 1%...
Securities Market Weekly held hedge fund roundtable
Monday, 25 May 2009
The financial magazine Securities Market Weekly recently held a roundtable for China hedge funds in Shenzhen, discussing topics including economic trends, liquidity, inflation, investment strategies and value investment ideas...
Mastermind Jian Fan arrested
for 20 million yuan fraud (Part 1
of 2)
Monday, 25 May 2009
“The more you trust me, the more
you will get in return” said
legendary stock guru Jian Fan to a
crowd of eager fans, as he had on
countless gatherings before.
Lately though, Jian Fan has fallen
from his pedestal, having been
arrested by the police for fraud
to the tune of 20 million yuan.
(Please
refer the second part of news at
the next
issue of
5
June 2009)
For
reading the full China Hedge
Weekly, please subscribe at
membership@chinahedge.com.cn
Premium News
 Bond boost for stimulus plan
Thursday,
28 May 2009
Allianz China Life plots mainland expansion
Thursday,
28 May 2009
No dethroning dollar despite risks: China FX official
Wednesday,
27 May 2009
Taiwan's LPF readies local mandates worth NT$24 billion
Wednesday,
27 May 2009
Credit Suisse Asia grabs UBS prime brokerage head
Wednesday,
27 May 2009
Plan to resume IPOs won't restrain market's long-term performance
Tuesday,
26 May 2009
Bohai Bank sets sights on 2012 stock listing
Tuesday,
26 May 2009
When in Commodities, Do What China Does
Tuesday,
26 May 2009
Equity funds in China extend gains
Tuesday,
26 May 2009
Fund manager Pantheon hires for Hong Kong office
Tuesday,
26 May 2009
China trade in local currency a long shot
Tuesday,
26 May 2009
China's Yuan: The Next Reserve Currency?
Tuesday,
26 May 2009
Central Huijin To Consolidate China Construction Bank Stake
Tuesday,
26 May 2009
HK and Taiwan move closer to cross listing of ETFs
Monday,
25 May 2009
2 or 3 more overseas banks to go local
Monday,
25 May 2009
China stuck in ‘dollar trap’
Sunday,
24 May 2009
Taiwan's PSPF funds billions in new mandates
Sunday,
24 May 2009
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be accurate at the time it was
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