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: IT'S FARMAGEDDON IN THE U.S. !!

RARE EARTH ELEMENTS: China Plays Its AI Trump Card!

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

CHINA'S BATTERY SECTOR OUTLOOK: You're Either Positive or Negative!

Cross Asset Strategy

<ul>
<li>
The U.S. Administration is reducing tariffs previously imposed on LATAM in an effort to lower inflation and reverse plunging consumer confidence.</li>
<li>President Trump announced tariff exemptions for agricultural imports from certain Latin American countries in an admission that the US will not strive to be self-sufficient in all agricultural products.</li>
<li>U.S. stock market volatility is increasing even though many of the Administration's previously announced tariffs have been reduced or eliminated, an ominous signal for investors.</li>
</ul>



The U.S. Administration is reducing tariffs previously imposed on LATAM in an effort to lower inflation and reverse plunging consumer confidence.
President Trump announced tariff exemptions for agricultural imports from certain Latin American countries in an admission that the US will not strive to be self-sufficient in all agricultural products.
U.S. stock market volatility is increasing even though many of the Administration's previously announced tariffs have been reduced or eliminated, an ominous signal for investors.


US Tariffs: TACOS ON SALE FOR LATAM!!