China-focused hedge fund gains on domestic bets

Chinese retail sales continue to grow

Chinese domestic stocks will continue to benefit from expanding consumer demand despite a cut in the country's official growth forecast to an eight-year low of 7.5% for 2012, says Earl Yen, founder and managing director of Shanghai-based alternative investment manager CSV Capital Partners.

The CSV China Opportunities Fund, a long/short equity hedge fund, has returned 17.4% year-to-date to the end of February by concentrating on domestic bets.

The fund's investments are heavily tilted towards com

To continue reading...