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.

Regional Economics: Trump’s America First Policies Will Reverberate Beyond Trade

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

New Tariffs and China: THE BARK IS WORSE THAN THE BITE

CHINA TARIFFS: Fact and Fiction (Correction)

2025 High Conviction Idea: The Case for a Rotation Out of India into HK/China Part 2

2025 High Conviction Idea: The Case for a Rotation Out of India into Hong Kong - Part 1

Macroeconomics

<ul>
<li>Trump has already entered negotiations with President Xi which may result in a temporary refrain from imposing tariffs.</li>
<li>Trump has indicated that TikTok will now be part of a broader deal with China which he outlined as a potential 50/50 joint venture with China. </li>
<li>China has more leverage in trade negotiations with the US than it had during Trump's first term.</li>
</ul>


Trump has already entered negotiations with President Xi which may result in a temporary refrain from imposing tariffs.
Trump has indicated that TikTok will now be part of a broader deal with China which he outlined as a potential 50/50 joint venture with China. 
China has more leverage in trade negotiations with the US than it had during Trump's first term.


Trump's Tariffs and China: THE STATE OF PLAY