Fund file: trimming China’s hedges
China’s tight regulatory controls on investments are a fixed point in the fluid world of fund management. So it will come as no surprise that its regulators are pretty suspicious about hedge funds, as a report in Monday’s FTfm explains.
The China Securities Regulatory Commission is uncertain how much risk they pose, and while it is evaluating that risk, potential hedge fund managers face so many restrictions that very few are able to operate as true hedge funds. Continue reading »
The continuing strength of global equities in the face of several shocks to the world economy last week became more impressive, or more puzzling, depending on your point of view.
Emerging markets significantly outperformed their developed market counterparts, reversing part of their under-performance in the first few weeks of 2011. Several investment banks have now tipped the emerging markets as the right place to be if the developed economies slow under the weight of rising oil prices later in the year. But I am far from convinced about this.
Related reading:
Guest post: EM assets “priced to perfection”, beyondbrics
Global economy: in a tight spot, ft.com
End of QE2 sets tricky path for emerging nations ft. com
Peruvian election: no opinion polls? no problem for the web-savvy
False polls, hack attacks and a hyper-active rumour mill have muddied the waters as Peruvians go to the poll on Sunday to decide one of the closest-ever presidential races.
The opportunities for the pundit and the prankster alike have been wide open as – under an absurdly out-dated electoral law – opinion polls can be published only outside Peru in the campaign’s final week. So voters with access to the web have an advantage – and those without lose out. Continue reading »
Dilma Rousseff, Brazil’s president, will visit Beijing at the start of the week for discussions with Hu Jintao, a prelude to the Brics summit mid-week when leaders from Brazil, Russia, India, China and South Africa will join forces to discuss all things Brics-related.
The week will end with a flood of trade, unemployment and GDP figures, most interesting of which is expected to be China’s first quarter growth domestic product figure.
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Stefan Wagstyl
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