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INSIGHT PROVIDER
Top Quartile
David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
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Location:
Hong Kong
Joined:
02 February 2024
188
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Cross Asset Strategy
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bearish
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IShares Bitcoin Trust ETF
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03 Dec 2025 11:49
Bitcoin: HOW TO LOSE MONEY IN A BULL MARKET!!
Bitcoin has seen a historic price decline since October. The fear gauge is higher than at any time in its history, and technical indicators show...
David Mudd
285 Views
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bullish
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Cross Asset Strategy
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01 Dec 2025 09:28
HONG KONG ALPHA PORTFOLIO: (November 2025)
The Hong Kong Alpha portfolio returned -2.89% in November versus +1.72% for its benchmark index. The HK Alpha portfolio has outperformed Hong Kong...
David Mudd
215 Views
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bullish
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Zijin Gold
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29 Nov 2025 11:05
Hong Kong: IPO SPOTLIGHT - OVERVIEW 2025
Hong Kong is the top global destination for IPOs in 2025, with over HK $280 billion raised so far. Large scale A+H dual listings have surged this...
David Mudd
571 Views
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bearish
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Cross Asset Strategy
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28 Nov 2025 10:56
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (November 27)
Hong Kong market continues to consolidate during the early stage of its Secular Bull Market. Strength and momentum indicators show further...
David Mudd
279 Views
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bearish
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Cross Asset Strategy
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25 Nov 2025 17:06
Japan: CAN TAKAICHI SURVIVE THE COMING TSUNAMI?
Prime Minister Takaichi started a firestorm with her comments about attacking China over the Taiwan issue. Japan's missile deployment near Taiwan...
David Mudd
242 Views
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