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Hedge Funds Return to Sohn Hong Kong After Mixed Year for Bets
Hedge Funds Return to Sohn Hong Kong After Mixed Year for Bets

Bloomberg

time4 days ago

  • Business
  • Bloomberg

Hedge Funds Return to Sohn Hong Kong After Mixed Year for Bets

After a tumultuous 12 months, it's no small achievement that the Sohn investment conference returns to Hong Kong on Friday with the better half of last year's picks having made money. Hedge fund managers will present their ideas at the Sohn Hong Kong Investment Leaders Conference as financial markets gyrate, with global growth and supply chains under threat and geopolitics mired in escalating tensions.

Greenlight Capital's Einhorn Is Net Long Europe, Neutral on US
Greenlight Capital's Einhorn Is Net Long Europe, Neutral on US

Bloomberg

time5 days ago

  • Business
  • Bloomberg

Greenlight Capital's Einhorn Is Net Long Europe, Neutral on US

Greenlight Capital Inc. founder David Einhorn is long Europe, particularly the region's industrials, after seeing tailwinds from government stimulus efforts, falling global energy prices and the prospect of a peace deal in Ukraine. Einhorn is also wary of America's ability to accept pain when it comes to a trade war with China, because 'no one seems to be interested in empty shelves,' he said in an interview at the Sohn conference in Montreal on Wednesday. But China's technological sophistication, its cheaper labor and the fact that it's long been preparing for economic conflict with the US means America should 'be prepared to be punched in the face.'

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