{ "rss": { "channel": [ { "atom:link": [ {"href": "http:\/\/asiarr.wordpress.com\/feed\/", "rel": "self", "type": "application\/rss+xml" }, {"href": "http:\/\/asiarr.wordpress.com\/osd.xml", "rel": "search", "title": "Asia Risk Return Blog", "type": "application\/opensearchdescription+xml" }, {"href": "http:\/\/asiarr.wordpress.com\/?pushpress=hub", "rel": "hub" } ], "cloud": [ {"domain": "asiarr.wordpress.com", "path": "\/?rsscloud=notify", "port": "80", "protocol": "http-post", "registerProcedure": "" } ], "description": "Asia Macro and Hedge Fund Insight", "generator": "http:\/\/wordpress.com\/", "image": [ {"link": "http:\/\/asiarr.wordpress.com", "title": "Asia Risk Return Blog", "url": "http:\/\/0.gravatar.com\/blavatar\/428101b9a49df5ca7ee8294a6a5f33c0?s=96&d=http:\/\/s2.wp.com\/i\/buttonw-com.png" } ], "item": [ { "category": [ "China", "Currencies", "Inflation", "Monetary policy", "Risk", "trade" ], "comments": "http:\/\/asiarr.wordpress.com\/2010\/06\/21\/china-breaks-the-peg\/#comments", "dc:creator": "Michael Lockrow", "description": "After 23 months of holding to its US dollar peg, China decided Saturday to break the peg and adopt a managed float with reference to an undisclosed currency basket. This new currency regime starts Monday June 21. We can speculate whether China gave into foreign pressure, as the decision came ahead of this week’s G20 [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3393" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/06\/21\/china-breaks-the-peg\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" } ], "pubDate": "Sun, 20 Jun 2010 16:48:35 +0000", "slash:comments": "0", "title": "China Breaks the Peg", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/06\/21\/china-breaks-the-peg\/feed\/" }, { "category": [ "Economy", "Japan", "Strategy", "Growth", "Deflation", "Fiscal policy", "DPJ", "Debt" ], "comments": "http:\/\/asiarr.wordpress.com\/2010\/06\/13\/the-fiscal-conservative-kan\/#comments", "dc:creator": "Michael Lockrow", "description": "Hopes are surprisingly high for the new “fiscal conservative” PM Kan. Most polls show his popularity over 60%.  Kan’s predecessor, former PM Hatoyama, started out with an approval rating of 75% but, one blunder after another saw his popularity sink to below 20% in the end. Unlike Hatoyama, PM Kan has been quick to speak [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3399" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/06\/13\/the-fiscal-conservative-kan\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" }, { "media:title": [ {"type": "html", "value": "Country tax comparison.001" } ], "medium": "image", "url": "http:\/\/asiarr.files.wordpress.com\/2010\/06\/country-tax-comparison-001.png" } ], "pubDate": "Sun, 13 Jun 2010 09:14:01 +0000", "slash:comments": "0", "title": "The “Fiscal Conservative” Kan", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/06\/13\/the-fiscal-conservative-kan\/feed\/" }, {"category": "Interesting news", "comments": "http:\/\/asiarr.wordpress.com\/2010\/06\/12\/weekend-reading-making-sense-of-china-keynes-the-bears-review-fx-linked-loans-in-europe\/#comments", "dc:creator": "Michael Lockrow", "description": "BULL VERSUS BEAR ON CHINA – TPC Why is the Chinese government allowing workers to strike? – Fortune Is China’s labour market at a turning-point? – The Economist Questioning Keynes – Fortune Reviewing — and Roasting — the Perma-Bears -  The Big Picture (Bloomberg article) Are Foreign Currency Loans Endangering Eastern Europe? – NYT – [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3420" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/06\/12\/weekend-reading-making-sense-of-china-keynes-the-bears-review-fx-linked-loans-in-europe\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" } ], "pubDate": "Fri, 11 Jun 2010 16:30:45 +0000", "slash:comments": "0", "title": "Weekend Reading: Making sense of China – Keynes? – The Bears Review – FX linked loans in Europe", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/06\/12\/weekend-reading-making-sense-of-china-keynes-the-bears-review-fx-linked-loans-in-europe\/feed\/" }, { "category": [ "China", "Bull market", "consumption", "Economy", "Equity", "Inflation", "Recovery" ], "comments": "http:\/\/asiarr.wordpress.com\/2010\/06\/06\/is-china-slowing-down\/#comments", "dc:creator": "Michael Lockrow", "description": "With Europe in a bind, China supposedly slowing down and the US job market barely recovering, investors are eagerly looking for some convincing evidence the global recovery will continue. So far in June, the news has been far too mixed for comfort. While no one expects Europe to drive the global economy any time soon, [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3397" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/06\/06\/is-china-slowing-down\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" } ], "pubDate": "Sat, 05 Jun 2010 15:25:10 +0000", "slash:comments": "0", "title": "Is China slowing down…?", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/06\/06\/is-china-slowing-down\/feed\/" }, {"category": "Interesting news", "comments": "http:\/\/asiarr.wordpress.com\/2010\/06\/03\/interesting-articles-em-the-key-hot-funds-in-asia-death-bets-shorting-education\/#comments", "dc:creator": "Michael Lockrow", "description": "DEBT DELEVERAGING WILL TAKE SEVERAL YEARS – TPC (Prolonged period of strong earnings is the solution. Will low rates and reflation create such a world? Few if any believe the bullish outcome…) Bernanke: Emerging markets play stabilizing role – Reuters (…then there are emerging markets) Who are Asia’s hedge fund hotties for 2010? – Asian [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3395" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/06\/03\/interesting-articles-em-the-key-hot-funds-in-asia-death-bets-shorting-education\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" } ], "pubDate": "Wed, 02 Jun 2010 17:15:32 +0000", "slash:comments": "0", "title": "Interesting articles: EM the key – Hot funds in Asia – Death bets – Shorting Education", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/06\/03\/interesting-articles-em-the-key-hot-funds-in-asia-death-bets-shorting-education\/feed\/" }, { "category": [ "Japan", "Economy", "Policy", "Risk" ], "comments": "http:\/\/asiarr.wordpress.com\/2010\/06\/03\/hatoyama-out-kan-in\/#comments", "dc:creator": "Michael Lockrow", "description": "Maybe I’ve grown a little too cynical of Japan in recent months but I’m definitely not the only one. While exports are surging and the economy is supposedly recovering, the unemployment rate in Japan is edging higher…In the 9 months he was in office, Hatoyama did a grand job of breaking promises and reversing policies. [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3364" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/06\/03\/hatoyama-out-kan-in\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" } ], "pubDate": "Wed, 02 Jun 2010 16:40:26 +0000", "slash:comments": "0", "title": "Hatoyama out…Kan in?", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/06\/03\/hatoyama-out-kan-in\/feed\/" }, { "category": [ "Economy", "Japan", "Deflation", "Fiscal policy", "GDP", "Profit", "Recovery", "USA" ], "comments": "http:\/\/asiarr.wordpress.com\/2010\/05\/28\/no-country-compares-to-japan\/#comments", "dc:creator": "Michael Lockrow", "description": "So what we should really be asking right now isn’t whether we’re about to turn into Greece. We should, instead, be asking what we’re doing to avoid turning Japanese. And the answer is, nothing. How many times have you heard a bearish story on how the US may face a lost decade similar to Japan’s? [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3317" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/05\/28\/no-country-compares-to-japan\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" } ], "pubDate": "Thu, 27 May 2010 17:45:51 +0000", "slash:comments": "0", "title": "No Country Compares to Japan!", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/05\/28\/no-country-compares-to-japan\/feed\/" }, { "category": [ "Hedge Fund", "Hedge Funds", "Long-Short", "Macro", "Multi-strategy" ], "comments": "http:\/\/asiarr.wordpress.com\/2010\/05\/27\/top-hedge-funds-in-2009\/#comments", "dc:creator": "Michael Lockrow", "description": "There were 14 hedge funds managing to stay in the top 50 the past 2 years while posting a positive return in 2009. They were Balestra Capital (holds on to #2 spot), Element Capital, Paulson, Shumway Capital, Pivot Capital, Odey Asset, Harbinger Capital, Platinum Mangement, Passport Capital, Soros Management, Brevan Howard,  MKP Capital, Graham Capital, [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3343" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/05\/27\/top-hedge-funds-in-2009\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" } ], "pubDate": "Wed, 26 May 2010 15:03:56 +0000", "slash:comments": "0", "title": "Top Hedge Funds in 2009", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/05\/27\/top-hedge-funds-in-2009\/feed\/" }, { "category": [ "Interesting news", "Markets", "Bull market", "Investor", "Monetary policy", "Recovery" ], "comments": "http:\/\/asiarr.wordpress.com\/2010\/05\/24\/thoughts-on-correction-and-some-interesting-readings\/#comments", "dc:creator": "Michael Lockrow", "description": "Is now the time to be Bearish? The way the markets moved the past few weeks, many will likely be inclined to believe so. It appears fear overcame any sense of greed as equity markets lost over 10%. It wasn’t as if there was no forewarning though. Remember where VIX, interest rate spreads and bullish [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3303" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/05\/24\/thoughts-on-correction-and-some-interesting-readings\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" } ], "pubDate": "Sun, 23 May 2010 15:23:48 +0000", "slash:comments": "0", "title": "Thoughts on Correction and some Interesting Readings", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/05\/24\/thoughts-on-correction-and-some-interesting-readings\/feed\/" }, {"category": "Interesting news", "comments": "http:\/\/asiarr.wordpress.com\/2010\/04\/24\/interesting-readings-bold-black-gmo-on-bubbles-feds-exit-japanese-banks-complain-hfs-change-qa-on-gs\/#comments", "dc:creator": "Michael Lockrow", "description": "The past week gave us some surprisingly strong earnings numbers but the dark clouds hovering over Wall Street discourage investors to get too excited about the recovery. Nevertheless, it should be clearer by now this recovery is for real.  As always, though, there will be the bears who believe near zero rates won’t do much [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3295" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/04\/24\/interesting-readings-bold-black-gmo-on-bubbles-feds-exit-japanese-banks-complain-hfs-change-qa-on-gs\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" } ], "pubDate": "Fri, 23 Apr 2010 17:25:09 +0000", "slash:comments": "0", "title": "Interesting Readings: Bold Black – GMO on bubbles – Fed’s exit? – Japanese banks complain – HFs change – Q&A on GS", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/04\/24\/interesting-readings-bold-black-gmo-on-bubbles-feds-exit-japanese-banks-complain-hfs-change-qa-on-gs\/feed\/" }, { "category": [ "Interesting news", "Economy", "Investor", "Monetary policy", "Sentiment" ], "comments": "http:\/\/asiarr.wordpress.com\/2010\/04\/18\/interesting-readings-faulty-retail-sales-economists-and-markets-graphs-on-market-psychology\/#comments", "dc:creator": "Michael Lockrow", "description": "Are Defaults Really Driving Retail Spending? – The Big Picture (Let me get this straight. If you are still at risk of going bankrupt and the government is giving you a helping hand, you go out and spend like there’s no tomorrow. I don’t buy this argument at all! Many times, people try to come [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3262" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/04\/18\/interesting-readings-faulty-retail-sales-economists-and-markets-graphs-on-market-psychology\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" }, { "media:title": [ {"type": "html", "value": "Average weekly earnings - US Department of Labor" } ], "medium": "image", "url": "http:\/\/asiarr.files.wordpress.com\/2010\/04\/us-wages-recover1.png" } ], "pubDate": "Sat, 17 Apr 2010 15:42:50 +0000", "slash:comments": "0", "title": "Interesting Readings: Faulty Retail sales, Economists and Markets – Graphs on Market Psychology", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/04\/18\/interesting-readings-faulty-retail-sales-economists-and-markets-graphs-on-market-psychology\/feed\/" }, { "category": [ "Markets", "Bull market", "Equity", "Investor", "Strategy" ], "comments": "http:\/\/asiarr.wordpress.com\/2010\/04\/17\/just-a-little-too-bullish\/#comments", "dc:creator": "Michael Lockrow", "description": "Levels of cash and growth expectations of investors are often times useful contrary indicators. The April BoFA Merrill Lynch Survey of Fund Managers shows investors are becoming a little too complacent for comfort. While there is always the possibility complacency could last awhile, a skeptical consensus view of the global recovery will keep the risk [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3268" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/04\/17\/just-a-little-too-bullish\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" } ], "pubDate": "Sat, 17 Apr 2010 05:42:13 +0000", "slash:comments": "0", "title": "Just a little too bullish?", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/04\/17\/just-a-little-too-bullish\/feed\/" }, { "category": [ "Japan", "DPJ", "Economy", "leadership", "Policy" ], "comments": "http:\/\/asiarr.wordpress.com\/2010\/04\/17\/clocks-ticking-for-dpj\/#comments", "dc:creator": "Michael Lockrow", "description": "After 7 months in office, PM Hatoyama’s popularity is falling so fast, it wouldn’t be surprising to see single digit approval ratings soon from a peak of over 70 percent at the start. Voters are upset over Hatoyama’s lack of leadership on all fronts, backtracking on election promises and money scandals involving the party’s Kingpin [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3266" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/04\/17\/clocks-ticking-for-dpj\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" } ], "pubDate": "Sat, 17 Apr 2010 03:52:11 +0000", "slash:comments": "0", "title": "Clock’s ticking for DPJ?", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/04\/17\/clocks-ticking-for-dpj\/feed\/" }, { "category": [ "Hedge Fund", "Bull market", "Distressed", "Fund of Funds", "Long-Short", "Macro" ], "comments": "http:\/\/asiarr.wordpress.com\/2010\/04\/14\/asia-march-hedge-fund-update\/#comments", "dc:creator": "Michael Lockrow", "description": "Global markets continued to recover through March after a tough start for the year and hedge funds globally were able to recoup losses incurred the first couple months, according to Eurekahedge (updates to April 12). Markets in Asia seemed a little top-heavy since question marks remain over the sustainability of the global recovery. Investors still [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3246" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/04\/14\/asia-march-hedge-fund-update\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" }, { "media:title": [ {"type": "html", "value": "Asia HF Mar performance" } ], "medium": "image", "url": "http:\/\/asiarr.files.wordpress.com\/2010\/04\/asia-hf-mar-performance.png" } ], "pubDate": "Tue, 13 Apr 2010 15:33:07 +0000", "slash:comments": "0", "title": "Asia March hedge fund update", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/04\/14\/asia-march-hedge-fund-update\/feed\/" }, {"category": "Interesting news", "comments": "http:\/\/asiarr.wordpress.com\/2010\/04\/12\/daily-readings-debt-demise-japan-doomed-protectionism-10-investing-rules\/#comments", "dc:creator": "Michael Lockrow", "description": "BIS: The Future of Public Debt – The Big Picture – (Rising debt burden of developed economies…there is a never ending need for public spending on infrastructure; cost of production is high for the developed world; problem of aging population and more…What should the developed world do? How long will it take before developing economies [...]\"\"", "guid": [ {"isPermaLink": "false", "value": "http:\/\/asiarr.wordpress.com\/?p=3235" } ], "link": "http:\/\/asiarr.wordpress.com\/2010\/04\/12\/daily-readings-debt-demise-japan-doomed-protectionism-10-investing-rules\/", "media:content": [ { "media:title": [ {"type": "html", "value": "mlockrow" } ], "medium": "image", "url": "http:\/\/1.gravatar.com\/avatar\/f348d919a10814ca9ac25108517dfb07?s=96&d=identicon&r=G" } ], "pubDate": "Sun, 11 Apr 2010 17:22:58 +0000", "slash:comments": "0", "title": "Daily Readings: Debt demise – Japan Doomed – Protectionism – 10 Investing Rules", "wfw:commentRss": "http:\/\/asiarr.wordpress.com\/2010\/04\/12\/daily-readings-debt-demise-japan-doomed-protectionism-10-investing-rules\/feed\/" } ], "language": "en", "lastBuildDate": "Sun, 20 Jun 2010 16:48:35 +0000", "link": "http:\/\/asiarr.wordpress.com", "sy:updateFrequency": "1", "sy:updatePeriod": "hourly", "title": "Asia Risk Return Blog" } ], "version": "2.0", "xmlns:atom": "http:\/\/www.w3.org\/2005\/Atom", "xmlns:content": "http:\/\/purl.org\/rss\/1.0\/modules\/content\/", "xmlns:dc": "http:\/\/purl.org\/dc\/elements\/1.1\/", "xmlns:geo": "http:\/\/www.w3.org\/2003\/01\/geo\/wgs84_pos#", "xmlns:georss": "http:\/\/www.georss.org\/georss", "xmlns:media": "http:\/\/search.yahoo.com\/mrss\/", "xmlns:slash": "http:\/\/purl.org\/rss\/1.0\/modules\/slash\/", "xmlns:sy": "http:\/\/purl.org\/rss\/1.0\/modules\/syndication\/", "xmlns:wfw": "http:\/\/wellformedweb.org\/CommentAPI\/" }}