22 Mar 2012
The AsiaHedge Forum 2012, held in Hong Kong on 29 February to 1 March, attracted more than 300 Asian hedge fund managers, global allocators and policy makers. Lively debates and animated keynote addresses during the two-day event focused on several key issues: macro headwinds, business sustainability, capital inflows and, most importantly, alpha generation amid changing global dynamics
22 Mar 2012
In a lively and educational keynote address that was delivered in true professorial style, Joe Zhou, CIO of Ortus Capital, explained why the FX market presents the best opportunities to generate alpha in an era of economic divergence
22 Mar 2012
In a surprisingly witty yet astute presentation, Stan Miranda, CEO and CIO of Partners Capital, emphasised that active asset management as an industry is ‘on watch’ with sophisticated clients and that securities selection, rather than market timing, is the only way to glean consistent alpha
22 Mar 2012
In a highly evocative and entertaining presentation, Shirish Saraf, CEO and vice-chairman of Samena Capital, spoke about the emerging cross-border investment opportunities and why Samena’s collective investment model works in that environment
22 Mar 2012
In a thought-provoking presentation, Julia Leung details Hong Kong’s development as offshore RMB centre. Excerpts from her speech are presented below
22 Mar 2012
The key legal and regulatory developments as they affect hedge funds and their investors active in Asia