Punch Drunk Traders in Asia Ready for a Week of Drama
"'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,' said Chauwei Yak, chief executive officer at multi-strategy hedge fund GAO Capital in Singapore. '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."
Still think it is a little risky to bet on specific companies or industries in China: GAO Capital
"Chauwei Yak, founder and CEO of GAO Capital discusses the AI sector in China following the DeepSeek moment and how she is approaching investing in the Chinese market."
(April 1 2025)
Traders See Profits Evaporate in Minutes as Trump Convulses Bets
"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,' said Chauwei Yak, chief executive officer. “So being reactive rather than directional'"
Hedge funds pile into China looking for any way to gain exposure
"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."
Equity hedge funds stay cautious on market rebound: ‘We are in a bull trap’
"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."