Industry Analysis

Niche funds play Asia’s complex but rewarding energy theme


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