Performance

India and China funds lead strong Asian YTD performance

Indian equity-focused managers were up a median 26.60% to the end of September


China and Japan funds forge ahead as Indian managers falter

Indian managers as a group suffered the worst performance during the month

Long positions drive Akamatsu gains in Japan small-cap rally

The short book has generally not performed as well, given the rising market, but it has still made money in three out of the last four months



Wykeham Asia profits on bitcoin-related tech and real estate

Wykeham Asia was up 2.9% in September, taking year-to-date numbers to 6.65%


Paragon rides positive electric vehicles policy shift in China

The fundamentally-driven vehicle runs a concentrated portfolio of high-conviction stocks


Martin Currie Japan eyes good long/short alpha opportunities

Martin Currie Japan was up 3.8% in September, lifting YTD numbers to 10.5%


PMC’s intraday trading strategy adds solid September figures

The strategy gained an estimated 2.29% in September


Habrok India cushions decline with insurance, fashion plays

The Indian general insurance sector is hugely profitable in comparison with other countries


China’s state firms to benefit most from sweeping reforms

The big party congress in Beijing is always seen as a significant opportunity for the ruling party to introduce even greater changes in the country


Wide-ranging gains boost Optimal Japan September returns

Optimal’s managers point to the increasing flow of corporate deals in Japan as a healthy sign


EMECO results give Black Crane August returns a big boost

For the year to date the fund is now up 15.8%


Sydney-based Totus Alpha adds solid 4.4% in August

Top contributors during the month were long positions in Smartgroup, Vita Group and Adairs


Navis Asia Navigator strategy lifted by solid earnings data

The fund focuses on small and mid-caps, in particular those that are less well-covered by analysts



Short positions come good for APS Asia-Pacific in August

The fund takes a bottom-up, stock-picking approach


Chinese holdings propel Platinum Asia to 20% YTD returns

Platinum’s managers expect a renewal of strength in residential investment in China


Progress India advances despite decline in the Nifty index

Although Indian equities stumbled in August Progress India Opportunities managed to post a 3.1% return


China equity funds lead the way in volatile August markets

Geopolitical events took centre stage as a result of the growing tension on the Korean peninsula


GH China Century rides strong H1 Chinese corporate gains

A 2.63% return in August brings the fund’s year-to-date gain to 23.07%