INSIGHT PROVIDER
Top Quartile
David Mudd

David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro

129
Insights
71.4k
Views
109
Followers
Equities Cross Asset Strategy Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
34%
Information Technology
25%
Consumer Staples
14%
Communication Services
8%
Industrials
8%
Financials
5%
Utilities
3%
Materials
2%
Health Care
2%

Top Verticals

Equity Bottom-Up
43%
Cross Asset Strategy
32%
Macroeconomics
19%
Thematic (Sector/Industry)
5%
Equity Capital Markets
1%

Top Entities

Alibaba Group Holding
24
Xiaomi Corp
21
Yum China Holdings
16
Sunny Optical Technology Group
14
Baidu
14
AAC Technologies Holdings
14
Li Ning
13
GDS Holdings
13
Sands China
13
Tencent
13

Top Countries

China
24.4%
Hong Kong
15.2%
United States
5.6%
Japan
2.8%
India
2%
Taiwan
1.8%
South Korea
1.5%
Philippines
1.3%
Indonesia
1.3%
Australia
1.3%
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