Industry Analysis

Taking a look ahead to see what opportunities 2012 may bring


After a very difficult 2011, AsiaHedge looks forward to a stronger showing in equities and possible gains for macro and event-driven funds given the high level of political volatility

Rob Lance
Joanne Murphy
Few hedge fund managers will be sorry to see the back of 2011. It was by any measure a tough year – the AsiaHedge Composite Index median fell 5.70% for the year. Even the strongest-performing strategy area – US dollar-denominated Japan funds – ended 2011 down 2.74%, and at the other end of a dark spectrum sat the India equity fund universe, down a whopping 32.11% for the year. China funds did somewhat better, but were still down 16.53% overall.

The last quarter saw a rash of big-name