Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Asian Hedge Fund manager with more than 20 years experience managing Asian Long/Short Equity funds.  Macroeconomic top down analysis generating thematic investments which are further researched from bottom up.  Research is supplemented with advanced technical analysis.

BABA's Babies: They're All Grown Up Now! Sun Art Retail: A Restructuring Opportunity

March Themes and Thematic Portfolio Review

What's up with Hong Kong? Bull Market Dude!

Securities Watchdog Tells Quant Funds to Downsize Popular Strategy 

Cross Asset Strategy

<ul>
<li>China has now moved from supporting its economy to directly target its markets.</li>
<li>Market demand and volume is supported through government buying and company buybacks.</li>
<li>New regulatory measures will substantially decrease selling pressure going forward.</li>
</ul>


China has now moved from supporting its economy to directly target its markets.
Market demand and volume is supported through government buying and company buybacks.
New regulatory measures will substantially decrease selling pressure going forward.


China Moves to Directly Support the Market