Carlyle Quants in Bridgewater Bailiwick

Chidem Kurdas

Risk-parity investing is not a household term. At least, not yet.

China Investing: Local or Foreign Manager?

Chidem Kurdas

Although China, the world’s growth

Contrarians Back EM

Chidem Kurdas

The view that emerging market stocks are

China Short Squeeze; Chanos Hedge

Chidem Kurdas

Bullish versus bearish views on China

China in Yale University Endowment

Chidem Kurdas

China’s Shanghai Composite index is at a six-month low after premier Wen Jiabao said there is “huge pressure” on the Chinese economy.  This is

GMO in Gold Club, Reason Differs

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 on Greece

Chidem Kurdas

Click for ThinkMarkets post on trade and policy developments.

Re Greece as buy opportunity: 

JP Morgan Highbridge Holds Latin Franchise

JP Morgan’s hedge fund business has taken stakes in a wide range of Latin American companies. One large holding

China vs. India Investing

Chidem Kurdas

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

Mass Market Alternatives Keep Coming

The fund management arm of Hartford Financial, the insurance company, is preparing an alternative investment trust. This month BlackRock