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Search resuls for: "Patrick Ghali"


6 mentions found


☆ Some fund managers see merit in China's deeply discounted stocks
  + stars: | 2023-11-14 | by ( Summer Zhen | ) www.reuters.com   time to read: +5 min
U.S. asset manager Fidelity International is highlighting China's looser monetary policy and the government's recent 1 trillion yuan ($137.10 billion) borrowing-and-spending sovereign bond plan as a tailwind for the country's stock markets. London-based £3 billion fund manager Somerset Capital Management likewise finds China exciting. The stock market has yet to recover, but has stabilised. Morgan Stanley estimates long-only foreign investors now have their deepest underweight positions in China and Hong Kong equities in years. Chinese stocks could see a short-term sentiment pick-up given foreign funds have such light positions in the market, said Redmond Wong, Greater China market strategist at Saxo Markets.
Persons: Dado Ruvic, ”, Marty Dropkin, Mark Williams, Morgan Stanley, Patrick Ghali, Sean Ho, Vivek Tanneeru, Redmond Wong, Summer Zhen, Xie Yu, Vidya Ranganathan, Kim Coghill Organizations: REUTERS, Fidelity, Asia Pacific, Fidelity International . London, Somerset Capital Management, Nasdaq, Japan’s Nikkei, Sussex Partners, Hong, China, Hang Seng Tech, Monetary Fund, Cambridge Associates, Capital, “, Triata, Matthews Asia, Saxo Markets, Thomson Locations: HONG KONG, China, U.S, Asia, Hong Kong, London, Boston, San Francisco, Greater China
☆ Hedge funds bet consumers will rein in U.S. spending - Goldman Sachs
  + stars: | 2023-05-02 | by ( Nell Mackenzie | ) www.reuters.com   time to read: +2 min
U.S. consumer spending plateaued in March, a sign that Americans may have become more averse to higher prices, data released last week showed. In Europe, stocks saw net buying by hedge funds for a fourth straight month in April, driven mainly by hedge funds buying to exit short positions in macro economic sectors, the Goldman Sachs note said. Goldman added that developed markets in Asia, especially Japan, saw net buying from hedge funds. Japanese stocks saw net buying by hedge funds for a fourth straight month and the largest level of notional net buying in two years, the note said. Global hedge funds that focus on buying and selling stocks posted a 0.58% increase in asset weighted returns, said the note.
☆ 2022 was actually a 'pretty good' year for hedge funds, says hedge fund advisory firm
  + stars: | 2023-04-11 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email2022 was actually a 'pretty good' year for hedge funds, says hedge fund advisory firmPatrick Ghali, managing partner at Sussex Partners, discusses the outlook for hedge funds in the wake of the banking crisis.
☆ Quotes: Global banks under pressure as SVB triggers contagion worries
  + stars: | 2023-03-14 | by ( ) www.reuters.com   time to read: +8 min
LONDON, March 14 (Reuters) - The health of the global banking sector as interest rates rise remained in the spotlight on Tuesday in the wake of the collapse of Silicon Valley Bank (SVB). But days of wild swings in global markets and hefty losses in bank shares, left the outlook for the sector in focus. Banks are now faced with the classic problem that has threatened banks throughout history: a mismatch in terms between assets and liabilities." Hopefully we'll go over the next few days, whether or not the financial system is going to calm down or not. "It’s been an indiscriminate sell off in banking stocks, the financial sector repriced everywhere.
☆ Hedge funds in 2022 post worst performance since 2018, dragged down by equities -HFR data
  + stars: | 2023-01-09 | by ( Carolina Mandl | ) www.reuters.com   time to read: +2 min
Overall, hedge funds fell 4.25% last year, according to the HFRI 500 Fund Weighted Composite Index, which tracks many of the biggest global hedge fund performances. Equity hedge funds notched the worst performance in 2022 among the four main hedge funds categories tracked by HFR. Despite their massive losses, crypto hedge funds account for a tiny part of the industry's $3.8 trillion in assets. Macro hedge funds outperformed the industry, HFR showed. Macro hedge funds trade globally a broad range of assets, such as bonds, currencies, rates, stocks and commodities.
☆ Asia's stockpickers struggle in vintage year for big picture hedge funds
  + stars: | 2022-12-19 | by ( Summer Zhen Xie Yu | Summer Zhen | Xie Yu | ) www.reuters.com   time to read: +5 min
HONG KONG, Dec 19 (Reuters) - Asia's hedge funds are heading for their worst showing in a dozen years, with long-short stockpickers wrongfooted by volatility in China, while macro strategy funds riding big global shifts in interest rates shine. On average, Asian hedge funds fared better than the indexes, losing 9.1% through to end-November, Eurekahedge data showed. By strategy, Asia equity long-short funds lost 12% and Greater China long-short funds lost 14%, while Asia macro funds rose 12% and Asia multi-strategy rose 1%. Big picture macro funds, which trade on economic and political shifts, also performed well, as U.S.-China tension and rising interest rates roiled financial markets. Long positions in U.S. government debt and the Singapore dollar also helped through November when many macro managers were caught out by a sudden drop in the U.S. dollar.
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