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.

OVER THE HORIZON: HK/CHINA No Longer the Stock Market Pinata!

The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (September 27)

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

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

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

Macroeconomics

<ul>
<li>China continues to be the outcast of the investment community even though its GDP is still projected to grow by 4.5% to 5% this year.</li>
<li>China's economy has substantial hurdles to overcome but is not in the dire situation portrayed by most commentators and not headed for "Japanification".</li>
<li>On the other hand, the US economy has steadied itself but is not in the "Goldilocks" period implied by the media.</li>
</ul>


China continues to be the outcast of the investment community even though its GDP is still projected to grow by 4.5% to 5% this year.
China's economy has substantial hurdles to overcome but is not in the dire situation portrayed by most commentators and not headed for "Japanification".
On the other hand, the US economy has steadied itself but is not in the "Goldilocks" period implied by the media.


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