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

China Moves to Directly Support the Market

Stella International: A Beneficiary of Reshoring

Hong Kong Dollar Carry Trade and Its Influence on Hong Kong Market

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Cross Asset Strategy

<ul>
<li>The bad news is that Hong Kong will not have a V-Shaped recovery which will keep market sentiment subdued</li>
<li>The good news is that Hong Kong will not have a V-Shaped recovery which will contribute to a reduction in overall market volatility</li>
<li>After an epic bear market, Hong Kong will enter a secular bull market this year</li>
</ul>


The bad news is that Hong Kong will not have a V-Shaped recovery which will keep market sentiment subdued
The good news is that Hong Kong will not have a V-Shaped recovery which will contribute to a reduction in overall market volatility
After an epic bear market, Hong Kong will enter a secular bull market this year


Hong Kong: A Tale of Two Markets and When to Re-Enter

China & Hong Kong

Hong Kong: A Tale of Two Markets and When to Re-Enter