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David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
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Location:
Hong Kong
Joined:
02 February 2024
23
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Cross Asset Strategy
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bullish
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Macroeconomics
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02 Jul 2024 13:28
QE With Chinese Characteristics: What It Will Look Like.
The PBOC is embarking on large scale changes to the way in which it conducts monetary policy. It will focus on using one short term policy rate...
David Mudd
164 Views
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bullish
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Cross Asset Strategy
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29 Jun 2024 08:10
The Heat Is On: News Flow and Sentiment in HONG KONG
China had positive flows into equity ETF's for June and mainland investors continued to direct money to Hong Kong stocks through the Stock Connect...
David Mudd
428 Views
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bullish
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Stella International
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28 Jun 2024 08:16
Stella International: A Beneficiary of Reshoring
Stella International shares continue to gain after Citi's Upside Watch this week. The company has recorded a 19% increase in 1st Qtr Revenue led...
David Mudd
536 Views
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bullish
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Cross Asset Strategy
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28 Jun 2024 06:16
CHINA: How China's Household Savings Are Bailing Out the Property Sector
China is utilizing its enormous pool of household savings to help fund its property bailout plan. Government debt issues are seeing a huge demand...
David Mudd
234 Views
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bullish
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Macroeconomics
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26 Jun 2024 07:40
CHINA: When Will Stocks Catch Up With Surging Debt Markets?
China's debt markets are surging which will help Beijing bail out the property sector. Beijing will use this environment and its healthy balance...
David Mudd
1.2k Views
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