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.

Trump Trades and the JAPAN Market Are Like Oil and Vinegar

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

China Resources Beer Holdings - Interim Results Show Progress but Macro Headwinds Remain

Macroeconomics

<ul>
<li>China's trade is growing strongly and has become less dependent on the US.  The EU and Mexico now exceed China's monthly exports to the US.</li>
<li>Taiwan as a flashpoint between the US and China will decline in coming years as each country ramps up its semiconductor manufacturing capabilities.</li>
<li>Tariffs and the Yuan will be important negotiating points between the US and China, but the good news is they will be talking.</li>
</ul>


China's trade is growing strongly and has become less dependent on the US.  The EU and Mexico now exceed China's monthly exports to the US.
Taiwan as a flashpoint between the US and China will decline in coming years as each country ramps up its semiconductor manufacturing capabilities.
Tariffs and the Yuan will be important negotiating points between the US and China, but the good news is they will be talking.


Trump and China: It's Going to Get Interesting!