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.

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

CHINA: How China's Household Savings Are Bailing Out the Property Sector

Update on Some of the HK Commodity Stocks We Follow

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

Stella International: A Beneficiary of Reshoring

Further Opportunities in the Hong Kong Market

Cross Asset Strategy

<ul>
<li>High dividend yield  names continue to outperform the broader market.  Energy and Materials sectors are best performers over the last year.</li>
<li>Mainland buying has continued to buoy the Hong Kong market even through the pullback in May.</li>
<li>Short selling is declining and market breadth is increasing supporting rotational buying between sectors.</li>
</ul>


High dividend yield  names continue to outperform the broader market.  Energy and Materials sectors are best performers over the last year.
Mainland buying has continued to buoy the Hong Kong market even through the pullback in May.
Short selling is declining and market breadth is increasing supporting rotational buying between sectors.


Market Trends and Strategy: Hong Kong Bull Market Broadens