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!

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

Macroeconomics

<ul>
<li>Trump and Powell have had an acrimonious relationship since Trump's first term and that continues today.</li>
<li>Trump's fiscal policies will create crosscurrents for the US economy and run counter to Powell's objectives as chairman of the Fed.</li>
<li>Although tariffs can be implemented quickly, they must run concurrently with other policies to restrain their inflationary effects on the US economy.  Other policies will take longer to implement.</li>
</ul>


Trump and Powell have had an acrimonious relationship since Trump's first term and that continues today.
Trump's fiscal policies will create crosscurrents for the US economy and run counter to Powell's objectives as chairman of the Fed.
Although tariffs can be implemented quickly, they must run concurrently with other policies to restrain their inflationary effects on the US economy.  Other policies will take longer to implement.


Trump Vs. Powell: LET THE GAMES BEGIN