Summer Zhen

18 hours ago | reuters.com | Kane Wu |Summer Zhen

Artisan will shut its Hong Kong office by end-June, sources sayFirm is winding down its Greater China strategy partly due to geopolitical concerns, source saysArtisan's exit comes amid heightened U.S. scrutiny of American capital flowing into ChinaHONG KONG, June 6 (Reuters) - U.S.-based investment firm Artisan Partners is shutting down its Hong Kong office by the end of June, two sources with knowledge of the situation said.

4 days ago | gurutrade.com | Summer Zhen |Sonali Paul

Funds diversify geographically to counter tariff uncertainty China's Baidu, DiDi Global, Temu owner feature in fund picks Activist Palliser reveals stake in Japan's Toyo Tire HONG KONG, June 2 (Reuters) - Hedge funds revealed their top investment ideas, ranging from Chinese self-driving taxis, an Indian drug retailer, to a Korean nuclear plant builder, at the annual Sohn investment conference in Hong Kong.

1 week ago | zawya.com | Summer Zhen

A U.S. trade court ruling that blocked most of President Donald Trump's tariffs and found he had overstepped his authority triggered some relief on financial markets on Thursday, while adding to the uncertainties weighing on the global economy. Among the United States' big trading partners, in the throes of negotiation with the Trump administration, Germany said it could not comment, as did the European Commission.

1 week ago | jp.reuters.com | Summer Zhen

５月２７日、米金融大手ゴールドマン・サックスの顧客向けのメモによると、アジア株に特化したヘッジファンドの運用資産は５月に入ってから２１日までに１．６％上昇した。写真は２０２４年８月、上海で撮影（２０２５年 ロイター/Nicoco Chan） [香港 ２６日 ロイター] - 米金融大手ゴールドマン・サックスの顧客向けのメモによると、アジア株に特化したヘッジファンドの運用資産は５月に入ってから２１日までに１．６％上昇した。２０２５年年初からの伸び率も６．１％となり、第１・四半期に付けた最高水準まで回復した。 トランプ米大統領の輸入関税引き上げを背景に４月は下落したが、米国と中国が追加関税の一時引き下げで合意したことを好感して５月に幅広い市場で上昇し、損失を帳消しした。 国別では、中国に特化した運用会社の５月に入ってからのリターンは１．３％、日本特化型の運用会社のリターンは０．８％だった。 ただ、４月上旬に株価が急落し、多くのファンドが持ち株を大きく減らしたため、主要株式指標の値動きに比べるとリターンは伸び悩んでいる。ＭＳＣＩアジア太平洋株指数(.MIAP00000PUS),...

1 week ago | kfgo.com | Summer Zhen

By Summer ZhenHONG KONG (Reuters) -Asian equity-focused hedge funds have risen in May, erasing April’s tariff-driven losses and returning to year-to-date highs on the back of broad market gains. Asia-focused fundamental long-short hedge funds have posted a gain of 1.6% so far this month, bringing year-to-date performance back to the first-quarter high of 6.1%, according to a Goldman Sachs note citing data as of May 22.