Hedge Funds
Even as short-sellers Carson Block and Dan David roiled stocks with bearish picks at the Sohn Conference in Hong Kong, most of the region’s top hedge fund managers stuck to a marked preference for going long. Some themes emerged, with Chinese carmaker Great Wall Motor Co. and London-based aircraft-engine maker Rolls-Royce Holdings Plc standing out among the most bullish picks. Indian property developers were another popular choice, as the South Asian nation has unveiled a raft of regulatory reforms in the real estate industry. Other recommendations included Sony Corp., with the growth of its gaming business, and Chinese online dating company...