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

Stella International: A Beneficiary of Reshoring

Macroeconomics

<ul>
<li>PBOC announced that it will borrow and trade treasury bonds from primary markets. </li>
<li>The central bank will use Open Market Operations to not only control and steepen the yield curve, but also improve market liquidity.</li>
<li>Last week the 50-year bond dropped below the 2.5% yield which was the minimal threshold the PBOC indicated before defense.</li>
</ul>


PBOC announced that it will borrow and trade treasury bonds from primary markets. 
The central bank will use Open Market Operations to not only control and steepen the yield curve, but also improve market liquidity.
Last week the 50-year bond dropped below the 2.5% yield which was the minimal threshold the PBOC indicated before defense.


QE With Chinese Characteristics: What It Will Look Like.