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.

Hong Kong: The Glass Is Half Full, Time to BUY Beta

Stella International: A Beneficiary of Reshoring

Cross Asset Strategy

<ul>
<li>First major technical resistance for HSI and HSCEI has been met with force and a consolidation/correction begins</li>
<li>Market breadth expands over last month presenting investment opportunities beyond tech and mega-cap</li>
<li>Short and long term sentiment indicators going positive as most analysts continue to look in rear view mirror</li>
</ul>


First major technical resistance for HSI and HSCEI has been met with force and a consolidation/correction begins
Market breadth expands over last month presenting investment opportunities beyond tech and mega-cap
Short and long term sentiment indicators going positive as most analysts continue to look in rear view mirror


Technically Speaking: Hong Kong Strategy in the Secular Bull Market