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.

Overview #22 – The Lunatics Have Taken over the Asylum

Hong Kong Market Strategy - Trade and Portfolio Ideas Amidst the Volatility

From Liberation to Obliteration - THE POINT OF NO RETURN

The Art of the Trade War: US/CHINA Opening Moves

Cross Asset Strategy

<ul>
<li>The US treasury and dollar markets have proven to be key participants in US trade negotiations.</li>
<li>In a battle of wills, Trump and Xi delay direct negotiations between the world's two largest economies.  Time is on China's side as consumer confidence plummets in US.</li>
<li>Regardless of the results of the trade negotiations, the co-dependent support dynamic for the US equity, dollar, and treasury markets is broken.</li>
</ul>


The US treasury and dollar markets have proven to be key participants in US trade negotiations.
In a battle of wills, Trump and Xi delay direct negotiations between the world's two largest economies.  Time is on China's side as consumer confidence plummets in US.
Regardless of the results of the trade negotiations, the co-dependent support dynamic for the US equity, dollar, and treasury markets is broken.


The Art of the Trade War: FIRST ROUND GOES TO THE MARKETS!