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.

Macro Overview #2: A Review of Recent Events Impacting Our Investment Themes.

HSCEI Outperformance Is Asia's Best Kept Secret

April Themes and Thematic Portfolio Review

China Moves to Directly Support the Market

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

Further Opportunities in the Hong Kong Market

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

<ul>
<li>Hong Kong market is at historically cheap valuations. So what's new?</li>
<li>Capitulation bottom in late January/early February dramatically reduced shorts and now long positioning starts.</li>
<li>China retail buying is taking a cue from China's government buying programs and SOE company directives.</li>
</ul>


Hong Kong market is at historically cheap valuations. So what's new?
Capitulation bottom in late January/early February dramatically reduced shorts and now long positioning starts.
China retail buying is taking a cue from China's government buying programs and SOE company directives.


Technically Speaking: The Early Bird Gets the Worm, China Retail Buys Hong Kong