Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Asian Hedge Fund manager with over 20 years of 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.

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

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?

Technically Speaking, Breakouts and Breakdowns: HONG KONG (AUGUST 24)

BUY/SELL/HOLD: Hong Kong Stock Updates (September 12)

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?