hedge funds

Temasek-backed GDS is taking advantage of blind euphoria over data centres' growth prospects, Blue Orca says. GDS hits back. Whether the claims are true or not investors should take a more critical look at serial capital-raisers using lofty valuations to make acquisitions.

The US bank poaches Sebastien Mailleux from BNP Paribas.

Hedge fund managers slow to cut back on their exposure to China face significant redemptions. Value Partners underperforms; Segantii gains ground.

PBoC cuts interest rates after Shanghai’s benchmark index flirts with bear market territory. New users of Shanghai-Hong Kong Stock Connect caught in market whiplash.

What to expect in financial markets: 14 ideas for 2014.

Louis So, co-CIO at Value Partners, Hong Kong's largest fund house, says China reforms will be important, but so will its unwillingness to confront state-owned groups.

Paul Gamble is joining the firm to help sell emerging markets financing products to hedge funds and mezzanine funds.

Peter Warren, co-portfolio manager of CQS’s diversified fund, discusses his investment style and market outlook.

The protracted fall in implied volatility levels has had an interesting effect on the products and strategies used by hedge funds.