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.

New Tariffs and China: THE BARK IS WORSE THAN THE BITE

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

Macroeconomics

<ul>
<li>Trump announced tariffs on countries that would "move away from the dollar" as he expands the tariff threat beyond trade. </li>
<li>China's dependence on US exports have declined since Trump was last in office lessening the impact of any tariff threats.</li>
<li>Although the dollar still dominates FX reserves, trade invoicing, and offshore debt, its usage has been declining for 15 years. The Russian asset seizure accelerated that process.</li>
</ul>


Trump announced tariffs on countries that would "move away from the dollar" as he expands the tariff threat beyond trade. 
China's dependence on US exports have declined since Trump was last in office lessening the impact of any tariff threats.
Although the dollar still dominates FX reserves, trade invoicing, and offshore debt, its usage has been declining for 15 years. The Russian asset seizure accelerated that process.


Trump's Dollar Plan Hits a BRIC(S) Wall