Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Asian Hedge Fund manager based in HK/SG with over 20 years of experience managing Asian Long/Short Equity funds. Macroeconomic top-down analysis generates thematic investments that are further researched from the bottom-up. Research is supplemented with advanced technical analysis. 
Previous experience includes M&A with Morgan Stanley and CPA with Deloitte in NYC. Wharton MBA.

The Heat Is On: News Flow and Sentiment in CHINA/HONG KONG (July 5th)

QE With Chinese Characteristics: What It Will Look Like.

China: Weakness of Residential Property Market Spills to Banking Sector

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

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

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Stella International: A Beneficiary of Reshoring

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