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.

March Themes and Thematic Portfolio Review

What's up with Hong Kong? Bull Market Dude!

Citic Resource Holdings (1205.HK) - A Play on Oil and Coal Demand

Securities Watchdog Tells Quant Funds to Downsize Popular Strategy 

Cross Asset Strategy

<ul>
<li>China has now moved from supporting its economy to directly target its markets.</li>
<li>Market demand and volume is supported through government buying and company buybacks.</li>
<li>New regulatory measures will substantially decrease selling pressure going forward.</li>
</ul>


China has now moved from supporting its economy to directly target its markets.
Market demand and volume is supported through government buying and company buybacks.
New regulatory measures will substantially decrease selling pressure going forward.


China Moves to Directly Support the Market