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.

OV #37 – From Chips to Ships: Markets Rattle as Trade War Escalates

The Art of the Trade War: PAIN THRESHOLD FOR THE TACO TRADE!!

RARE EARTH ELEMENTS: China Plays Its AI Trump Card!

The Art of the Trade War: IT'S FARMAGEDDON IN THE U.S. !!

HONG KONG ALPHA PORTFOLIO: (September 2025)

Overview #36 - AI Hype, Mineral Might, and the Nuclear Revival

NETDRAGON (777 HK): Getting Schooled on AI !!!

Thematic (Sector/Industry)

China Industrials / Thematic (Sector/Industry)

<ul>
<li>China dominates the global battery market and its manufacturers are expanding production rapidly into international markets.  Players like CATL support global automakers with the most advanced battery technology.</li>
<li>Growth of renewable energy has increased demand for Energy Storage Solutions (ESS). ESS stores energy from renewable sources, stabilizes the power grid, and provides power for industrial and commercial buildings. </li>
<li>China's battery companies are benefiting from AI data center (AIDC) storage growth, which has created intense demand for specialized energy storage solutions for this sector.</li>
</ul>


China dominates the global battery market and its manufacturers are expanding production rapidly into international markets.  Players like CATL support global automakers with the most advanced battery technology.
Growth of renewable energy has increased demand for Energy Storage Solutions (ESS). ESS stores energy from renewable sources, stabilizes the power grid, and provides power for industrial and commercial buildings. 
China's battery companies are benefiting from AI data center (AIDC) storage growth, which has created intense demand for specialized energy storage solutions for this sector.


Jiangsu Zenergy Battery Technologies Group (3677 HK)

Jiangsu Zenergy Battery Technologies Group

Contemporary Amperex Technology (CATL) (3750 HK)

CHINA'S BATTERY SECTOR OUTLOOK: You're Either Positive or Negative!