Wong Kok Hoi discusses the challenges and opportunities of investing in Asia with Eurekahedge CEO, Alexander Mearns.

Through this video interview, Wong Kok Hoi reveals his investment strategy, reasons for his fantastic performance during 2008-2009, his view on the investment environment post-Madoff and the challenges hedge fund start ups are facing.

0:04 Wong Kok Hoi has 30 years of investment experience. Currently Founder & CIO of APS asset management with 6 offices around Asia and approximately US$3.2 billion in total assets.

0:50 Background of APS Asset management and its specialisation in Asian equities.

2:30 “Fundamental investing or fundamental analysis is preached more often than practiced.” What are the differences between APS and other fundamental investors and fundamental analysis?

7:10 The investment process of uncovering fraudulent activity in Asia and China.

8:10 "Sometimes a company may be able to make good money because the country or the whole region is booming and therefore nine out of 10 companies will be very profitable. The test will come when the economic conditions become starved."

9:10 Navigating China's tricky and uneven investment landscape.

13:46 Post-financial crisis, many Asian funds did poorly in 2008 and only reported good performance numbers in 2009 - yet APS managed to post positive returns in both years.

16:08 Convertible bonds and the three strategies to manage your portfolio in a negative financial market.

18:15 "You should not stick to just one strategy. Oftentimes once you turn bearish, you can stay bearish for too long a period of time and vice versa. If you are true to your investment process, that is you are a deep value investor, when there is no value then obviously you must be selling and when there is value, you must be buying. Regardless of what the prevailing market views are."

21:43 How APS deals with fears of deep value investing with irrational markets.

23:46 It is more important to look at returns over a cycle rather than monthly or weekly.

24:18 Today, 95% of APS assets come from institutional investors with and 60% of the geographical mandate comprising the United States.

25:39 Tips to to set up a hedge fund in Asia post-Madoff

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