Asya hedge fonlar\u0131 2024’te toparland\u0131. Hedge fonlar\u0131n bir\u00e7o\u011fu \u00c7in hisse senetlerinin toparlanmas\u0131, Japonya’n\u0131n hisse senedi rallisinin yeni zirvelere ula\u015fmas\u0131 ve baz\u0131 y\u00f6neticilerin karl\u0131 i\u015flemler i\u00e7in daha uzaklara ula\u015fmas\u0131yla \u00e7ift haneli kazan\u00e7lar kaydetti.<\/p>\n
Aspex Management (HK) Ltd., Panview Capital Ltd. ve CloudAlpha Capital Management Ltd. taraf\u0131ndan y\u00f6netilen hisse senedi fonlar\u0131, genellikle b\u00f6lge d\u0131\u015f\u0131ndakiler de dahil olmak \u00fczere yapay zeka ile ilgili ve di\u011fer teknoloji hisseleri taraf\u0131ndan desteklenen y\u00fckseli\u015fin etkisiyle 2024’te y\u00fczde 35’ten fazla getiri sa\u011flayanlar aras\u0131ndayd\u0131.<\/p>\n
Eurekahedge Pte. verilerine g\u00f6re bu, Asya hedge fonlar\u0131n\u0131n k\u00fcresel ortalamayla ayn\u0131 h\u0131zda ilerledi\u011fi 2020’den bu yana ilk y\u0131l oldu. Covid salg\u0131n\u0131, jeopolitik gerginlikler ve \u00c7in’in bask\u0131lar\u0131 taraf\u0131ndan k\u00f6r\u00fcklenen \u00fc\u00e7 y\u0131ll\u0131k yayg\u0131n kay\u0131plar\u0131 sona erdirdi.<\/p>\n
MSCI \u00c7in Endeksi, \u015eubat 2021 zirvesinin yar\u0131s\u0131nda seyrederken, h\u00fck\u00fcmetin te\u015fviklerinin s\u0131k\u0131nt\u0131l\u0131 ekonomiyi canland\u0131raca\u011f\u0131 umuduyla ge\u00e7en y\u0131l yakla\u015f\u0131k y\u00fczde 16 toparland\u0131. Yapay zeka \u00e7\u0131lg\u0131nl\u0131\u011f\u0131 ve kurumsal y\u00f6netim reformlar\u0131yla desteklenen Japonya’n\u0131n Topix endeksi 2024’te y\u00fczde 18 daha y\u00fckseldi. Hindistan’\u0131n Sensex endeksi y\u00fczde 8,2 de\u011fer kazand\u0131.<\/p>\n
Teknoloji hisseleri <\/b><\/p>\n
Haziran ay\u0131na kadar varl\u0131klar\u0131 9 milyar dolar\u0131 a\u015fan Hermes Li’nin Aspex fonu Asya sekt\u00f6r\u00fcnde bir dev olarak biliniyor. Konuya yak\u0131n kaynaklara g\u00f6re ge\u00e7en y\u0131l i\u00e7in yakla\u015f\u0131k y\u00fczde 38 getiri sa\u011flad\u0131. S\u00f6z konusu kaynaklardan biri, \u00e7e\u015fitli \u00fclkelerdeki teknoloji, sanayi, perakende ve finans sekt\u00f6rlerindeki hisse senedi i\u015flemlerinim buna katk\u0131da bulundu\u011funu ekledi.<\/p>\n
Eski Goldman Sachs Group Inc. \u00f6zel yat\u0131r\u0131mc\u0131s\u0131 Ryan Thall liderli\u011findeki Panview’un y\u00fczde 41’lik getirisi, firma i\u00e7in bug\u00fcne kadarki en iyi y\u0131l oldu. Kas\u0131m 2019’da i\u015flem g\u00f6rmeye ba\u015flayan fon, yakla\u015f\u0131k 1,5 milyar dolarl\u0131k varl\u0131klarla alt\u0131 y\u0131ll\u0131k bir kazan\u00e7 serisi sergiledi.<\/p>\n
Makine \u00f6\u011frenimi deste\u011fi <\/strong><\/p>\n Aral\u0131k ay\u0131 sonunda Panview’in yat\u0131r\u0131mlar\u0131n\u0131n b\u00fcy\u00fck k\u0131sm\u0131 \u00c7in ve Japonya’da kal\u0131rken, en b\u00fcy\u00fck y\u00fckseli\u015f pozisyonu ve y\u0131l\u0131n kazanc\u0131n\u0131n b\u00fcy\u00fck bir k\u0131sm\u0131 AppLovin Corp.’tan geldi. \u015eirket ABD’li dijital pazarlama \u015firketinin pazar pay\u0131n\u0131 geni\u015fletmesine ve m\u00fc\u015fteri taban\u0131n\u0131 geni\u015fletmesine yat\u0131r\u0131m yapt\u0131, buna makine \u00f6\u011frenimi modeli sayesinde reklam harcamalar\u0131ndan elde edilen daha y\u00fcksek getiriler de yard\u0131mc\u0131 oldu.<\/p>\n \u00c7inli e-ticaret \u015firketlerinin reklam harcamalar\u0131na y\u00f6nelik ara\u015ft\u0131rma, Panview’i y\u0131l\u0131n ba\u015f\u0131nda bu alana y\u00f6neltti. AppLovin hisseleri ge\u00e7en y\u0131l y\u00fczde 700’den fazla artt\u0131.<\/p>\n CloudAlpha Tech Fund, \u00f6zellikle ABD’de \u00fcretken AI altyap\u0131s\u0131 ve uygulama \u015firketlerine yap\u0131lan yat\u0131r\u0131mlar sonucunda y\u00fczde 77 getiri sa\u011flad\u0131. K\u00fcresel yar\u0131 iletken ve veri merkezi altyap\u0131 bahisleri, daha yeni bir CloudAlpha havuzu olan Singularity Tech Fund’\u0131n yakla\u015f\u0131k y\u00fczde 56’l\u0131k art\u0131\u015f\u0131na g\u00fc\u00e7 verdi.<\/p>\n<\/div>\n<\/p>\n <\/p>\n Kaynak :\u00a0https:\/\/www.bloomberght.com\/asya-da-hedge-fonlarin-getirisi-yukselise-gecti-3739843<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" Aysa merkezli hedge fonlar, pandemiden bu yana en y\u00fcksek y\u0131ll\u0131k getiriyi elde etti.<\/p>\n","protected":false},"author":1,"featured_media":24748,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[195,443,400],"manset":[],"class_list":["post-24747","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-cin","tag-getiri","tag-hisse"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/24747","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=24747"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/24747\/revisions"}],"predecessor-version":[{"id":24749,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/24747\/revisions\/24749"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/24748"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=24747"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=24747"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=24747"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=24747"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}