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.

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

Citic Resource Holdings (1205.HK) - A Play on Oil and Coal Demand

Cosco Shipping Energy 1138.HK - Higher for Longer

Hong Kong: A Tale of Two Markets and When to Re-Enter

Stella International: A Beneficiary of Reshoring

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>With the BOJ's struggle to support the yen gaining traction,  the NKY and TPX both hit major resistance</li>
<li>Hong Kong finally breaches resistance with a potential move to 20k in the near term</li>
<li>Diversification opportunities are abundant with potential negative correlation between China/HK markets and US</li>
</ul>


With the BOJ's struggle to support the yen gaining traction,  the NKY and TPX both hit major resistance
Hong Kong finally breaches resistance with a potential move to 20k in the near term
Diversification opportunities are abundant with potential negative correlation between China/HK markets and US


Technically Speaking: Japan Meets Resistance and Hong Kong Finally Breaks Downtrend