Archive for the ‘China’ Category

GMO in Gold Club, Reason Differs

March 7, 2012

Chidem Kurdas

The institutional manager Grantham Mayo Van Otterloo has a distinctive view on gold. Unlike most observers and gold buyers like John Paulson (more…)


Veteran Bear’s Gold and Silver Miners

February 16, 2012

Chidem Kurdas

Eric Sprott, the Canadian who made a fortune from bearish trades in recent years, isn’t just holding precious metals (more…)

China vs. India Investing

November 16, 2011

Chidem Kurdas

Emerging markets  investments by diversified funds have tended to focus more on China than India. That emphasis may change, (more…)

Asia Search Leads to Macquarie

January 25, 2011

It sounds like US-based hedge fund investors are earning a lot of frequent flying miles with trips to Hong Kong and Singapore in search of promising Asian equity managers. Some of them have ended up with an Australian manager—an arm of investment bank Macquarie Group. (more…)

Asia Focus Lifts Tiger Cub

December 14, 2010

Wanting to get the benefit of Asia’s fast-growing economies, institutions seek managers experienced in this area. One fund that’s received money from large investors is Asian Century Quest. (more…)

Tudor, Caxton Like China

May 18, 2010

Chidem Kurdas

Big global macro funds stayed with China even as hedge fund people talked about a bubble in that country. Paul Tudor Jones’ Tudor Corp. and Bruce Kovner’s Caxton Associates held significant investments in Chinese companies as well as market indexes in the first quarter. (more…)