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.

Hong Kong: The Glass Is Half Full, Time to BUY Beta

BABA's Babies: They Are All Grown Up! Ali Pictures: A Blockbuster Company

Overview# 29- The Hard-Asset Reset: Buying the Pullback in Commodities

Tactical Trading -Oil Joins the Commodity Rally

Cross Asset Strategy

<ul>
<li>HSI poised to break 25k for first time since 2022.  Next resistance 27100.  Hong Kong market outperforming global markets by wide margin since our BUY was initiated in March 2024.</li>
<li>Financial, materials and healthcare sectors leading the market higher as tech sector consolidates.  China shares still offer the best valuation metrics in Asia.</li>
<li>
<a href="https://www.smartkarma.com/entities/alibaba-pictures-group-ltd" target="_blank" data-smartkarma-citation="entities:20724:1" rel="noopener">Alibaba Pictures (1060 HK)</a> , renamed Damai Entertainment has seen increased analyst attention as the company becomes the <a href="https://www.smartkarma.com/entities/live-nation-entertainment-inc" target="_blank" data-smartkarma-citation="entities:6893:1" rel="noopener">Live Nation Entertainment, Inc (LYV US)</a> of China.
</li>
</ul>


HSI poised to break 25k for first time since 2022.  Next resistance 27100.  Hong Kong market outperforming global markets by wide margin since our BUY was initiated in March 2024.
Financial, materials and healthcare sectors leading the market higher as tech sector consolidates.  China shares still offer the best valuation metrics in Asia.

Alibaba Pictures (1060 HK) , renamed Damai Entertainment has seen increased analyst attention as the company becomes the Live Nation Entertainment, Inc (LYV US) of China.



買い/売り/ホールド：香港市場最新情報（7月21日）