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.

Stay Calm and Don’t Panic! Overbought Conditions Meet an Overhyped Meeting.

HK/CHINA: Market Pullback and Investors' Cognitive Dissonance

CHINA: Why so Many Investors/Analysts Got It Wrong and What's Really Happening

QE With Chinese Characteristics: What It Will Look Like.

China Crosses the Rubicon - Direct Payments to Kickstart Consumption

China Resources Beer Holdings - Interim Results Show Progress but Macro Headwinds Remain

Macroeconomics

<ul>
<li>China has shifted sentiment in its stock markets which will translate into a virtuous cycle of increased wealth and consumption.</li>
<li>China is now focusing on demand side monetary policies after nearly 2 years of supply side policies.</li>
<li>China's large household savings pool will now move into the real economy and help the country in its transition to increased domestic consumption as investment evolves into "High Quality Manufacturing"</li>
</ul>


China has shifted sentiment in its stock markets which will translate into a virtuous cycle of increased wealth and consumption.
China is now focusing on demand side monetary policies after nearly 2 years of supply side policies.
China's large household savings pool will now move into the real economy and help the country in its transition to increased domestic consumption as investment evolves into "High Quality Manufacturing"


China's Economic Plan and Investors' Epiphany