Best/most profitable growth for hedge funds in 2008
- Greater China
Best performing Asia ex-Japan strategy this year?
- Equity long/short
What will be the total size of global write-downs associated with the subprime crisis?
- $1 trillion
How long will the crunch continue?
- 1 year
Best currency returns over in next 12 months?
- RMB
Which asset class will generate the best returns in the next 24 months?
- Global private-equity buyouts
Japan is going to become:
- A vital integrated part of North Asia growth story
Will pollution drive hedge funds from Hong Kong?
- Yes
Market ideas and general musing from "HedgeFundSpace." Sitting and investing in Asia, looking and commenting on markets and the world with some insight, some cynicism and, I hope, a bit of humour. No live portfolio positions will be discussed. (Please see Disclaimer at end.)
Wednesday, April 2, 2008
Snap!
Occasionally interesting Asian Investor reports this morning on a snap poll held at the GAIM conference (in HK.) Was too busy to go, so here's what I would've answered:
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