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.

US Bear Market: THE TIDE GOES OUT BEFORE THE TSUNAMI HITS THE SHORE!

Don't Swim Naked: TIME TO PUT YOUR SHORTS ON!

Overview #25 Implications of Stronger Asian Currencies

Cross Asset Strategy

China & United states / Cross Asset Strategy

<ul>
<li>After weeks of imploring China to hold talks over the trade war the US started, Beijing finally agreed to meet.  </li>
<li>US negotiators are anxious to improve sentiment in financial markets and have already announced that they intend to lower tariffs on China before negotiations even start!</li>
<li>US is trying to accomplish the impossible by pursuing its trade war and simultaneously trying to maintain "US Exceptionalism". Foreigners have already begun to shun US assets.</li>
</ul>


After weeks of imploring China to hold talks over the trade war the US started, Beijing finally agreed to meet.  
US negotiators are anxious to improve sentiment in financial markets and have already announced that they intend to lower tariffs on China before negotiations even start!
US is trying to accomplish the impossible by pursuing its trade war and simultaneously trying to maintain "US Exceptionalism". Foreigners have already begun to shun US assets.


The Art of the Trade War: US BEGS AND CHINA RELENTS