The Form 13F for the third quarter is now available, so that now we can see the buy positions of famed hedge fund managers. This time, we review those of Mr George Soros and Mr John Paulson.
Mr Soros bets on China
One of the most interesting positions of Soros Fund Management would be his buying call options of iShares China Large-Cap ETF (NYSEARCA:FXI; Google Finance), which invests in large Chinese companies. Mr Soros bought the call options for the stocks of $140 millions, which means he bet on a quick rebound of Chinese stocks.
Continue reading Form 13F: George Soros buys Chinese stocks, the biggest bet common with John Paulson →
On the 16th of November, the Cabinet Office of Japan published the GDP data for the 3rd quarter of 2015. The real GDP grew 1.08% (year-on-year) during the quarter, revealing that the economy slightly recovered from the negative growth after the consumption tax hike in 2014.
To compare, the growth for the previous quarter was 1.00%. We look into the details of the numbers.
Continue reading 2015 3Q Japan’s real GDP growth: the QE works against the slowdown after consumption tax hike →
On the 29th of October, the US Bureau of Economic Analysis published the US GDP data of the third quarter of 2015, revealing the US economy grew 2.03% (year-on-year). This means the economy slowed down from the second quarter, in which it grew 2.72%. The following is the chart of the US GDP growth and its elements:
From the graph we observe the investment is the one that slowed down the most. The strong imports are also a minus to the GDP growth, although it might imply the domestic demand is still alive. We look into each factor closely.
Continue reading 2015 3Q US GDP: The growth slows down, might hurt the strong dollar →
Analysis and Practice in the Global Markets