Niche funds play Asia’s complex but rewarding energy theme
Wed Jul 20, 2011
A select group of Asian managers are playing the region’s complex energy market, thriving on a volatile and inconsistent sector that throws up plenty of short and long-term opportunities
Energy is the lifeblood of emerging economies, and with
Asia’s prodigious rate of growth comes a seemingly
insatiable demand for all forms of energy, conventional or
otherwise. Given the complexities of the energy sector and the
plethora of anomalies thrown up by disparities in supply and
demand, it is somewhat surprising to find that there are only a
handful of Asian hedge funds explicitly trading the energy
theme. However, those that do are at the forefront of
understanding the complexities of Asia’s energy
needs, the efforts to meet them, and how this driving force
affects all other investment sectors.
The diverse and conflicting interests of different groups of
key players make for a plethora of hedge fund investment
opportunities, says Paul Storey, founder and managing director
of Primary Energy Research, and a former editor of AsiaHedge.
PER’s database of energy research projects in
ISSN: 2151-1845 / CDC10004H
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