"Japan is the most investable Asia market after all, as it's much bigger and broader. Even though the Korea market has done better, it's really like two stocks there."
"I'm not sure if this is really the end of the Iran situation. We think things might stretch on for a bit more. We are generally cautious until there is an even bigger drop, then it becomes cheap, or there are clearer signs of the war ending."
"We went into this war with long shipping, long power, long gas and long single stock volume since the end of January … on the lookout for buying opportunities for certain stocks, including Japan banking, shipping, and metals refineries — with the assumption that the war will end someday."
"I wouldn't say buy the dip now — much of the rally wasn't about fundamentals so it makes no sense to say it's a value buy now. But if some of the big tech names drop 15%, 20% then maybe we can consider."
"It's a weird situation though because you don't want to be short risk assets, since one person can just flip the switch anytime. The recession genie has been let out of the bottle so people are going to be more careful, while traders may now resort to staying up at night and being on Truth Social for clues on Trump's next move."
"In Singapore, multi-strategy hedge fund GAO Capital has gone from shorting volatility to buying it as market swings pick up and betting on direction becomes harder by the day. The fund is staying nimble with trading guided by market flows — so being reactive rather than directional."
"US-based Mount Lucas Management has entered into bullish positions on China exchange-traded funds, while Singapore's GAO Capital and South Korea's Timefolio Asset Management are buying Chinese large cap stocks. Tribeca Investment Partners in Sydney is snapping up proxies such as Australian miners."
"GameStop mania has taken over the internet again, but hedge fund managers say the social media-driven rally will come back to bite investors."
"GAO Capital, a multi-strategy hedge fund based in Singapore, is setting up infrastructure to trade derivatives in the Indian market … and is in the process of opening an office in Bangalore."
"Family offices in Singapore look to systematic strategies, GAO uniquely positioned to meet demand."
"Chauwei Yak, chief executive officer of Singapore-based hedge fund GAO Capital, told FN that while there are some opportunities in equity markets with attractive valuations, not all sectors will have a sustainable rebound."
"Founder Chauwei Yak on her career path through New York and Tokyo before returning to Singapore to found GAO Capital."
"Chauwei Yak, co-founder of Singapore's GAO Capital Pte, talks about the company's plan to launch Asia's first locally managed fund of funds."
"Singapore's GAO Capital Pte plans to launch Asia's first locally managed fund of funds that allocates to other portfolios that use mathematical models to make investment choices."
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