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 conventional
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