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.

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

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