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.

The Art of the Trade War: US BEGS AND CHINA RELENTS

Overview #26 -Is the Bear Market Over, and Are We Back to the Races?

The Art of the Trade War: XI WATCHES AS TRUMP SERVES TACOS

US Bear Market: BETWEEN DENIAL AND ANGER THERE IS "HOPE"

Overview #25 Implications of Stronger Asian Currencies

US Bear Market: THE TIDE GOES OUT BEFORE THE TSUNAMI HITS THE SHORE!

China A-Share Consumer Staples: An Analysis of the Opportunities Ahead

Baba's Babies: Co-Parenting Works! Zhong An Online P&C Insurance

Macroeconomics

<ul>
<li>The bear market rally in the US stock market continues as investors try to justify the tariffication of global trade and ignore its economic consequences. A FREE LUNCH.</li>
<li>Soft and hard economic indicators in the US are falling, with some alarming numbers in the travel industry.</li>
<li>US companies face potential blowback from Chinese consumers that provide 7% of S&amp;P revenue. </li>
</ul>


The bear market rally in the US stock market continues as investors try to justify the tariffication of global trade and ignore its economic consequences. A FREE LUNCH.
Soft and hard economic indicators in the US are falling, with some alarming numbers in the travel industry.
US companies face potential blowback from Chinese consumers that provide 7% of S&amp;P revenue. 


Don't Swim Naked: TIME TO PUT YOUR SHORTS ON!