INSIGHT PROVIDER
Top Quartile
David Mudd

David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro

188
Insights
120.3k
Views
142
Followers
Equities Cross Asset Strategy Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
31%
Information Technology
28%
Consumer Staples
12%
Industrials
9%
Communication Services
7%
Materials
5%
Financials
4%
Utilities
3%
Health Care
1%

Top Verticals

Cross Asset Strategy
41%
Equity Bottom-Up
32%
Macroeconomics
19%
Thematic (Sector/Industry)
6%
Equity Capital Markets
1%

Top Entities

Alibaba
37
Xiaomi
25
Baidu
19
Yum China Holdings
17
Tencent
17
Citic Securities (H)
17
Robosense Technology
16
XPeng
15
Wuxi Biologics
14
Sunny Optical Technology Group
14

Top Countries

China
27.6%
Hong Kong
17.2%
United States
9.5%
Japan
2.8%
India
1.8%
Taiwan
1.4%
South Korea
1.2%
Indonesia
1.2%
Thailand
1.2%
Malaysia
1.2%
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