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.

What's up with Hong Kong? Bull Market Dude!

Citic Resource Holdings (1205.HK) - A Play on Oil and Coal Demand

Cosco Shipping Energy 1138.HK - Higher for Longer

Hong Kong: A Tale of Two Markets and When to Re-Enter

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

Multiple Countries / Cross Asset Strategy

<ul>
<li>With the BOJ's struggle to support the yen gaining traction,  the NKY and TPX both hit major resistance</li>
<li>Hong Kong finally breaches resistance with a potential move to 20k in the near term</li>
<li>Diversification opportunities are abundant with potential negative correlation between China/HK markets and US</li>
</ul>


With the BOJ's struggle to support the yen gaining traction,  the NKY and TPX both hit major resistance
Hong Kong finally breaches resistance with a potential move to 20k in the near term
Diversification opportunities are abundant with potential negative correlation between China/HK markets and US


Technically Speaking: Japan Meets Resistance and Hong Kong Finally Breaks Downtrend