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.

Japan Picks a Fight with China!! What Happens Now?

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

The Art of the Trade War: THE END OF THE BEGINNING

The Art of the Trade War: HE SAID, XI SAID..... WHAT WAS AGREED?

The Art of the Trade War: U.S. ON THE HAMSTER WHEEL!

Cross Asset Strategy

China & United states / Cross Asset Strategy

<ul>
<li>The U.S. Administration has retreated from the heated rhetoric and trade initiatives at the beginning of its trade war.  U.S. officials' conciliatory approach to China starkly contrasts to earlier policies.</li>
<li>Going into next year's midterm elections, the Trump Administration will seek to maintain stable markets and downplay its global trade war, benefiting China.</li>
<li>Taiwan will continue to present headline risks for markets as the influential neocons use the issue to stoke tensions toward a cold war against China.</li>
</ul>


The U.S. Administration has retreated from the heated rhetoric and trade initiatives at the beginning of its trade war.  U.S. officials' conciliatory approach to China starkly contrasts to earlier policies.
Going into next year's midterm elections, the Trump Administration will seek to maintain stable markets and downplay its global trade war, benefiting China.
Taiwan will continue to present headline risks for markets as the influential neocons use the issue to stoke tensions toward a cold war against China.


The Art of the Trade War: MUTUALLY ASSURED DISRUPTION