Breakout year for Asian macro hedge funds

Systematic risk has abated leading to a hedge fund investment trend towards markets being driven by stock picking.


Quick Poll

How will you alter your portfolio after the US election result?





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Underweight US
  16%
 
Overweight US
  43%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  14%
TOTAL VOTES: 135
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December 2016/January 2017 Magazine
AsianInvestor Magazine