Hedge Fund News, Information and Data, Hedge Fund Alpha

Hedge Fund Alpha

Hedge Fund News, Information and Data

We focus on hedge funds with a bias towards emerging managers, specifically fundamental long-short managers. We are known for a lot of insights and exclusives on hedge fund letters, coverage of industry conferences, and interviews with investors and interesting service providers.

Thematic (Sector/Industry)

<ul><li>Some of the greatest businesses in history were not built by inventing something entirely new.</li><li>They were built by taking something desirable, useful or aspirational that already existed and putting it within reach of millions of people who had previously been excluded.</li><li>Sometimes the barrier was price.</li></ul>

Some of the greatest businesses in history were not built by inventing something entirely new.They were built by taking something desirable, useful or aspirational that already existed and putting it within reach of millions of people who had previously been excluded.Sometimes the barrier was price.

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

<ul><li>On September 21, 2026, Tokyo Tatemono and UBS invested $859 million in an Australian industrial partnership.</li><li>MA Financial acquired a 50% stake in a Melbourne mall for $233 million and launched a retail fund.</li><li>Ichigo Hotel REIT faced an 11% profit drop due to Japan's tourism slowdown amid local demand challenges.</li></ul>

On September 21, 2026, Tokyo Tatemono and UBS invested $859 million in an Australian industrial partnership.MA Financial acquired a 50% stake in a Melbourne mall for $233 million and launched a retail fund.Ichigo Hotel REIT faced an 11% profit drop due to Japan's tourism slowdown amid local demand challenges.

Asia Real Estate Tracker (21-Sep-2026): APAC Real Estate Updates: People News September 2026

Independent Research, US Dominant Players, Investment Talk

Investment Talk

Independent Research, US Dominant Players

Investment Talk is for readers who wish to learn about companies that are potentially outside of their own circle of research, as well as those who are longing to become part of a community of like-minded investors and learn more about investment research. I would describe myself as a long-term investor who typically takes a 3Y to 5Y outlook, before reassessing once that period matures. I follow the adage that one should research, reach a conclusion, and then verify and continue to hold so long as the thesis remains intact. My own investing style is one that seeks to find dominant players within their respective market who have shown signs of monopoly or oligopolistic behaviour, unlikely to be disrupted, in tandem with discovering market disruptors who have a high likelihood of disrupting their respective market. Equally (and weighted accordingly) I seek to discover more nuanced, misunderstood, situations with a shorter time frame.

<ul><li>I assume most independent investors seldom think about the ebbs and flows of the foreign exchange market when conducting their financial affairs.</li><li>For the average individual, the most common interaction with foreign exchange <em>(FX)</em> rates comes from travel, when they want to see how much ‘bang’ they can get for their ‘buck’, pound, euro, yen, or whatever.</li><li>It’s the kind of thing that’s quickly forgotten upon returning home to the sanctity of domestic currency.</li></ul>

I assume most independent investors seldom think about the ebbs and flows of the foreign exchange market when conducting their financial affairs.For the average individual, the most common interaction with foreign exchange (FX) rates comes from travel, when they want to see how much ‘bang’ they can get for their ‘buck’, pound, euro, yen, or whatever.It’s the kind of thing that’s quickly forgotten upon returning home to the sanctity of domestic currency.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Law / In Depth: How to better protect procedural justice for criminal suspects in China</li><li>Default /: State-backed leasing firm misses $55.9 million bond payment</li><li>Corruption /: Former boss of Shanghai’s state-owned conglomerate tried for embezzlement and bribery </li></ul>

Law / In Depth: How to better protect procedural justice for criminal suspects in ChinaDefault /: State-backed leasing firm misses $55.9 million bond paymentCorruption /: Former boss of Shanghai’s state-owned conglomerate tried for embezzlement and bribery 

CX Daily: How to Better Protect Procedural Justice for Criminal Suspects in China 

Equity Bottom-Up

<ul><li>Uniqlo Co. Ltd.’s strategy of raising prices in the face of rising costs has taken a toll on the Japanese clothing retailer’s bottom line in China due to growing competition and thriftier consumers.</li><li>The fast-fashion chain’s Greater China profit and revenue both fell in local currency terms during the March-May period, dragged down by poor performance on the Chinese mainland and in Hong Kong, according to earnings results released last month by its parent company, Fast Retailing Co. Ltd. The results did not provide specific earnings figures for the period.</li><li>Fast Retailing attributed the poor performance to lackluster consumer appetite, unseasonal weather and an insufficient product lineup to satisfy local customer needs.</li></ul>

Uniqlo Co. Ltd.’s strategy of raising prices in the face of rising costs has taken a toll on the Japanese clothing retailer’s bottom line in China due to growing competition and thriftier consumers.The fast-fashion chain’s Greater China profit and revenue both fell in local currency terms during the March-May period, dragged down by poor performance on the Chinese mainland and in Hong Kong, according to earnings results released last month by its parent company, Fast Retailing Co. Ltd. The results did not provide specific earnings figures for the period.Fast Retailing attributed the poor performance to lackluster consumer appetite, unseasonal weather and an insufficient product lineup to satisfy local customer needs.

Struggles in China Hurt Uniqlo’s Bottom Line

Japan

FAST RETAILING CO., LTD. operates a chain of clothing stores, UNIQLO, throughout Japan and in other markets overseas including UK, China, Hong Kong, South Korea, US, France, Singapore and Russia.  The Company designs, manufactures, and retails its own line of casual clothing.

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Fast Retailing (9983 JP)

The Business of Access

They were built by taking something desirable, useful or aspirational that already existed and putting it within reach of millions of people who...

Hedge Fund Alpha

Asia Real Estate Tracker (21-Sep-2026): APAC Real Estate Updates: People News September 2026

On September 21, 2026, major APAC real estate moves included $859M investments, acquisitions, leadership changes, and profit drops amid Japan's...

Asia Real Estate Tracker

Currency Schmurency

I assume most independent investors seldom think about the ebbs and flows of the foreign exchange market when conducting their financial affairs.

Investment Talk

CX Daily: How to Better Protect Procedural Justice for Criminal Suspects in China

Law / In Depth: How to better protect procedural justice for criminal suspects in China China’s legislature is looking to amend its 45-year-old...

Caixin Global

Struggles in China Hurt Uniqlo’s Bottom Line

Uniqlo Co. Ltd.’s strategy of raising prices in the face of rising costs has taken a toll on the Japanese clothing retailer’s bottom line in China...

Caixin Global

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