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.

OVER THE HORIZON: HK/CHINA No Longer the Stock Market Pinata!

The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (September 27)

China's Economic Plan and Investors' Epiphany

CHINA: When Will Stocks Catch Up With Surging Debt Markets?

CHINA: How China's Household Savings Are Bailing Out the Property Sector

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Stella International: A Beneficiary of Reshoring

Macroeconomics

<ul>
<li>PBOC announced that it will borrow and trade treasury bonds from primary markets. </li>
<li>The central bank will use Open Market Operations to not only control and steepen the yield curve, but also improve market liquidity.</li>
<li>Last week the 50-year bond dropped below the 2.5% yield which was the minimal threshold the PBOC indicated before defense.</li>
</ul>


PBOC announced that it will borrow and trade treasury bonds from primary markets. 
The central bank will use Open Market Operations to not only control and steepen the yield curve, but also improve market liquidity.
Last week the 50-year bond dropped below the 2.5% yield which was the minimal threshold the PBOC indicated before defense.


QE With Chinese Characteristics: What It Will Look Like.