Global Chip Selloff Erases $500 Billion in Value as Fears Mount
"'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."
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."
"【彭博】-- 多策略对冲基金GAO Capital首席执行官Chauwei Yak说,投资者现在甚至不需要选股。她透露:“我们之前曾通过套利策略降低了在中国的净敞口,但又转回了多头仓位。"
GameStop investors are ‘playing with fire’ say hedge funds
"GameStop mania has taken over the internet again, but hedge fund managers say the social media-driven rally will come back to bite investors."
Global hedge funds are boosting their presence in the long-shunned Indian market
"Gao Capital, a multi-strategy hedge fund based in Singapore, is setting up infrastructure to trade derivatives in the [Indian] market... [GAO] is in the process of opening an office in Bangalore."
Family Offices In Singapore Look To Systematic Strategies, GAO Uniquely Positioned To Meet Demand
"Family offices in Singapore look to systematic strategies, GAO uniquely positioned to meet demand."
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."
GAO Capital's Yak on Plan to Launch Asia’s First Quant Fund of Funds
"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 Plans Asia's First Quant 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."