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: HE SAID, XI SAID..... WHAT WAS AGREED?

CHINA'S AI COMMODITIZATION: Can Global AI Valuations Survive?

Technically Speaking Breakouts & Breakdowns - HONG KONG (November 10)

RARE EARTH ELEMENTS: China Plays Its AI Trump Card!

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

OV #37 – From Chips to Ships: Markets Rattle as Trade War Escalates

Cross Asset Strategy

United states & China / Cross Asset Strategy

<ul>
<li>The much hyped meeting between the presidents of the world's two largest economies fell short of global expectations.  Key issues were only delayed, not resolved.</li>
<li>China has been steadfast in the face of U.S. hardball tactics, resulting in the U.S. reversal of announced measures, like the expansion of the restricted entity list. </li>
<li>The effective tariff rate on Chinese exports to the U.S. will be approximately 30%, which  is 20% higher than when President Trump took office.</li>
</ul>


The much hyped meeting between the presidents of the world's two largest economies fell short of global expectations.  Key issues were only delayed, not resolved.
China has been steadfast in the face of U.S. hardball tactics, resulting in the U.S. reversal of announced measures, like the expansion of the restricted entity list. 
The effective tariff rate on Chinese exports to the U.S. will be approximately 30%, which  is 20% higher than when President Trump took office.


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