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.

April Themes and Thematic Portfolio Review

China Ups the Ante with Relaxation of Property Curbs

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

Further Opportunities in the Hong Kong Market

Technically Speaking: The Early Bird Gets the Worm, China Retail Buys Hong Kong

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

Stella International: A Beneficiary of Reshoring

Cross Asset Strategy

<ul>
<li>China Enterprise Index (HSCEI) is now the top performing index in Asia on a USD basis</li>
<li>HSCEI also trades at the lowest P/E multiple in the Asia</li>
<li>High probability of divergence as US and Europe markets turn down</li>
</ul>


China Enterprise Index (HSCEI) is now the top performing index in Asia on a USD basis
HSCEI also trades at the lowest P/E multiple in the Asia
High probability of divergence as US and Europe markets turn down


HSCEI Outperformance Is Asia's Best Kept Secret