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.

China Takes It up Another Notch-Property Proposals Change the Game

QE With Chinese Characteristics: What It Will Look Like.

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

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)

Macroeconomics

<ul>
<li>HK/China markets have entered a Bull market trend which was sparked by Beijing's multi-faceted stimulus program.</li>
<li>An overhang of extreme pessimism on China's economy and markets will gradually dissipate as the media/analyst narrative will follow the market higher.</li>
<li>As discussed in previous insights, a turn in sentiment is the key to not only moving the market but also to reviving the Chinese consumer.</li>
</ul>


HK/China markets have entered a Bull market trend which was sparked by Beijing's multi-faceted stimulus program.
An overhang of extreme pessimism on China's economy and markets will gradually dissipate as the media/analyst narrative will follow the market higher.
As discussed in previous insights, a turn in sentiment is the key to not only moving the market but also to reviving the Chinese consumer.


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