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


Michael Lee
Steve Miller
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 conventional energy...

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