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.

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

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

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

Macroeconomics

<ul>
<li>As HK/China markets complete their retracements after the best rally in more than a decade, the exaggerated pessimism from the media and analysts returns.</li>
<li>The government continues to roll out measures to relieve the pressure on the property market in what is a multi-year process with no quick fix.</li>
<li>Even after a historic rally, the HSI still trades at a significant valuation discount which will narrow in the coming months.</li>
</ul>


As HK/China markets complete their retracements after the best rally in more than a decade, the exaggerated pessimism from the media and analysts returns.
The government continues to roll out measures to relieve the pressure on the property market in what is a multi-year process with no quick fix.
Even after a historic rally, the HSI still trades at a significant valuation discount which will narrow in the coming months.


HK/China: DOOM AND GLOOM? DON'T GET FOOLED AGAIN