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.

Cross Asset Strategy

<ul>
<li>The Indian market saw record foreign selling during October and that selling has continued this month.</li>
<li>Valuations are not only stretched, they are at historically high levels with mediocre earnings growth projected for next year.</li>
<li>Market breadth is narrowing and the market has declining momentum.  Near-term moving averages will act as resistance levels.</li>
</ul>


The Indian market saw record foreign selling during October and that selling has continued this month.
Valuations are not only stretched, they are at historically high levels with mediocre earnings growth projected for next year.
Market breadth is narrowing and the market has declining momentum.  Near-term moving averages will act as resistance levels.


Time to Fade India: BUT DON'T LOOK DOWN!