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.

Trump and China: It's Going to Get Interesting!

HK/China: DOOM AND GLOOM? DON'T GET FOOLED AGAIN

China Resources Beer Holdings - Interim Results Show Progress but Macro Headwinds Remain

Macroeconomics

<ul>
<li>Trump's approach to China will be more transactional based on trade and technology.</li>
<li>China's dependence on the US for its exports has declined over the last 6 years.  ASEAN and other emerging markets are the engines for China's export growth.</li>
<li>The average tariff on China's exports to the US will increase from its current level of 20% but may be tempered by a reciprocal import agreement with the US.</li>
</ul>


Trump's approach to China will be more transactional based on trade and technology.
China's dependence on the US for its exports has declined over the last 6 years.  ASEAN and other emerging markets are the engines for China's export growth.
The average tariff on China's exports to the US will increase from its current level of 20% but may be tempered by a reciprocal import agreement with the US.


New Tariffs and China: THE BARK IS WORSE THAN THE BITE