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.

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

The Heat Is On: News Flow and Sentiment in HONG KONG

Update on Some of the HK Commodity Stocks We Follow

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>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