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.

China's Economic Plan and Investors' Epiphany

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

In China: THE SKY FALLING? In the US: TREES GROW TO THE SKY?

Just when I Thought I Was Out, They Pull Me Back In – Time for Another Tradeable Rally in the HSI?

Macroeconomics

<ul>
<li>HK/China stock markets are re-rating quickly sentiment became overly pessimistic.</li>
<li>A stock market bottom precedes a property market bottom by years.</li>
<li>China's markets have languished due to the government's focus on supply-side solutions.  That focus has now shifted to include demand-side stimulus efforts as the PBOC Put accelerates.</li>
</ul>


HK/China stock markets are re-rating quickly sentiment became overly pessimistic.
A stock market bottom precedes a property market bottom by years.
China's markets have languished due to the government's focus on supply-side solutions.  That focus has now shifted to include demand-side stimulus efforts as the PBOC Put accelerates.


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