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.

HK/China: DOOM AND GLOOM? DON'T GET FOOLED AGAIN

CHINA TARIFFS: Fact and Fiction (Correction)

Macroeconomics

<ul>
<li>The US Net International Investment Position (NIIP) as a debtor country has ballooned since the GFC, attracting global demand for US assets, which feeds demand for the dollar.</li>
<li>Historically high dollar demand has allowed the US to enjoy the benefits of low interest rates and created a historic bull market in US equities.</li>
<li>As the US continues to use its currency for geopolitical purposes, countries have begun to question dollar hegemony.  The US fights against any country that tries to weaken the dollar</li>
</ul>


The US Net International Investment Position (NIIP) as a debtor country has ballooned since the GFC, attracting global demand for US assets, which feeds demand for the dollar.
Historically high dollar demand has allowed the US to enjoy the benefits of low interest rates and created a historic bull market in US equities.
As the US continues to use its currency for geopolitical purposes, countries have begun to question dollar hegemony.  The US fights against any country that tries to weaken the dollar


The US Dollar and the Only Chart that Matters!