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

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

Market Trends and Strategy: Hong Kong Bull Market Broadens

Stella International: A Beneficiary of Reshoring

Macroeconomics

<ul>
<li>China's debt markets are experiencing an historic bull cycle as government and companies take advantage by ramping up issuances this year.  </li>
<li>Beijing will use its healthy balance sheet and continued debt issuance to clean up local government debt and simultaneously address the property sector problems.</li>
<li>China's healthy external position will provide continued support for its currency and debt markets with equity markets to follow in the coming months.</li>
</ul>


China's debt markets are experiencing an historic bull cycle as government and companies take advantage by ramping up issuances this year.  
Beijing will use its healthy balance sheet and continued debt issuance to clean up local government debt and simultaneously address the property sector problems.
China's healthy external position will provide continued support for its currency and debt markets with equity markets to follow in the coming months.


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