Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Asian Hedge Fund manager with more than 20 years experience managing Asian Long/Short Equity funds.  Macroeconomic top down analysis generating thematic investments which are further researched from bottom up.  Research is supplemented with advanced technical analysis.

CHINA: When Will Stocks Catch Up With Surging Debt Markets?

China Takes It up Another Notch-Property Proposals Change the Game

Stella International: A Beneficiary of Reshoring

Market Trends and Strategy: Hong Kong Bull Market Broadens

Cross Asset Strategy

<ul>
<li>The PBOC has launched a home purchase program providing a 300 billion yuan re-lending facility which will fund local government SOE's purchases of unsold homes.</li>
<li>With government bond rates at record low yields the PBOC has started to issue long term debt to finance its property support plan.</li>
<li>Households with total savings of Rmb 140T  and seeking alternatives to low bank deposit rates are enthusiastic buyers of new government issues offering higher returns.</li>
</ul>


The PBOC has launched a home purchase program providing a 300 billion yuan re-lending facility which will fund local government SOE's purchases of unsold homes.
With government bond rates at record low yields the PBOC has started to issue long term debt to finance its property support plan.
Households with total savings of Rmb 140T  and seeking alternatives to low bank deposit rates are enthusiastic buyers of new government issues offering higher returns.


CHINA: How China's Household Savings Are Bailing Out the Property Sector