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: How China's Household Savings Are Bailing Out the Property Sector

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

Stella International: A Beneficiary of Reshoring

CHINA: When Will Stocks Catch Up With Surging Debt Markets?

Cross Asset Strategy

<ul>
<li>China and Hong Kong saw positive ETF flows for the week.</li>
<li>Dividend Yield, Low Volatility and Value strategies have outperformed during the market correction in Hong Kong.</li>
<li>Lufax Holdings jumps after announcement that Ping An will increase stake.  Fufeng slumps after announcing a decline in 1st half profit.</li>
</ul>


China and Hong Kong saw positive ETF flows for the week.
Dividend Yield, Low Volatility and Value strategies have outperformed during the market correction in Hong Kong.
Lufax Holdings jumps after announcement that Ping An will increase stake.  Fufeng slumps after announcing a decline in 1st half profit.


Shanghai MicroPort MedBot Group (2252 HK)

The Heat Is On: News Flow and Sentiment in CHINA/HONG KONG (July 5th)