Audio – China is the theme

April 12, 2007
James Loh, founder and managing director of $600 million hedge fund manager JL Capital is bullish on China but expects a more moderate returns in India. He expects the fund to reach $500 million before the end of this year as global investor inflows continue to pour into Asia. Loh’s currency fund, which trades actively, is currently long on the Singapore dollar and sterling and short on the Hong Kong dollar.
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