China

Hedge Funds Looking to Metal to Pad Their Portfolios

September 19, 2017 James Heinsman Hedge Fund News

Metals are doing well these days, reaching some of their highest prices in six years. After years of little growth, investors are expecting to see further rises in prices as part of a general trend of prices for industrial metals in reaction to production cuts to shrink a supply glut. Production cuts came a bit […]

More

Apollo Global Management, China, glut, Hall Commodities, Industrial metals,

China Placing Tight Controls on Markets

January 20, 2016 Debbie Jacobs Hedge Fund News

In an effort to resuscitate China’s newly born financial markets which have taken a turn for the worse, China’s Securities Regulatory Commission has introduced a series of restrictions on those markets. Together with the People’s Bank of China, the CSRC has been introducing the following measures: limiting stock index futures trading; banning short selling; cutting […]

More

China, CSRC, People's Bank of China, Xiao Gang,

Fund Manager Fearful of China’s Bad Debt

September 16, 2015 Debbie Jacobs Hedge Fund News

In an interview with CNBC, Kyle Bass of Hayman Capital described what he said was the “real problem” with the Chinese economy in recent months. “Loans past due 90 days grew by 167 percent in the first half,” said Bass, explaining why he believes it’s the Chinese banking sector and its bad debts that is […]

More

bad debt, China, Hayman Capital, Kyle Bass,

New Fund Betting on Huge Health-Care Growth in China

July 22, 2015 James Heinsman Hedge Fund News

Former head of China investments at Och-Ziff Capital Management Group opened a health-care hedge fund based in Asia. Frank Yu’s Ally Bridge LB Healthcare Fund will invest in opportunities created by Chinese reforms which began to go into effect in 2007. Li Bin, a former Merck & Company scientist, will lead the fund. Li Bin […]

More

Ally Bridge LB Healthcare Fund, China, Chinese health-care, Frank Yu, Hedge Funds,

Fund Guru Odey Warns Against China Dependence and Coming Recession

March 9, 2015 Debbie Jacobs Economic Barometer

Crispin Odey, one of the world’s most respected hedge fund managers expressed concern that economies that depend on China for their income are on the path towards recession. He further cautioned that central banks will not be able to save these economies since their supply of policy tactics have already been played out. Odey is […]

More

Australia, China, Crispin Odey, recession, short positions,

China Funds Proved to Be Good Bets Last Year

January 14, 2014 James Heinsman Hedge Fund News

According to eVestment, a provider of data on hedge funds, China-focused funds rose by a respectable 17 percent, beating out the country’s anemic indexes. The funds had their best year since 2009, and came close to doubling the 9.2 percent return that the industry averaged globally last year. According to Richard Johnston, head of the […]

More

Albourne Partners, China, Richard Johnston,

Jeffrey Yap Launching New Asian Hedge Fund

July 31, 2013 Ruth Curtis Hedge Fund News

The former head of the Asian fixed-income trading at Mizuho Financial Group, Inc, Jeffrey Yap, is making plans to launch his own Hong Kong-based credit-focused hedge fund. Joining Yap at the fund, called Ark One Ltd, will be two other founding partners, unidentified for now.  The plan is for the fun to begin accepting investors […]

More

Ark One, Asia, China, Hong Kong, Jeffrey Yap,

Chinese Car Manufacturers Urge Government Officials to “Buy Red”

March 6, 2013 James Heinsman In the News

The Chinese government and car manufacturers would like to see a little bit more loyalty to domestic brands of automobiles, especially among government bureaucrats who seem to prefer European sedans more than local models. Yesterday, at a meeting of almost 3,000 delegates at Beijing’s Great Hall of the People, Chinese Premier Wen Jiabao addressed the […]

More

Audi, Chi Yifeng, China, Chinese Premier Wen Jiabao, Guo Gengmao,

Europe Warns New Chinese Leaders that Reform Must Come

September 6, 2012 James Heinsman Quote of the Day

The World Bank, along with other government advisors are calling for China to reduce state-sponsored industry. This appeal comes as new leaders assume power of the Communist Party in the world’s second largest economy. The European business leaders warned that China’s government dominated economy must make tremendous reforms to maintain China’s rapid growth rate. "Incremental […]

More

business, China, Europe, World Bank,

Economic Barometer: China’s Glut of Goods

September 3, 2012 James Heinsman Economic Barometer

After about thirty years of unsuppressed growth, China is experiencing an unfamiliar phenomenon, unsold products. Piling up on shop floors, in car dealerships and in factory warehouses are goods which no one is buying, at least not as fast as they are being produced, or as fast as they were sold in the past. The […]

More

Ann Stevenson-Yang, China, inventory glut, J Capital Research,

« Previous Posts