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David Mudd

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

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Equities Cross Asset Strategy Thematic (Sector/Industry)
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24 May 2024 09:04

Technically Speaking: Hong Kong Strategy in the Secular Bull Market

Hong Kong markets are now in a correction in a secular bull market.   There are now opportunities to rotate into long term investments which will...

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22 May 2024 10:22

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

A break of the $0.50 resistance is now imminent with rising volume and large international brokers showing up on the bid over the last week. ...

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20 May 2024 08:53

China Railway Stocks Back on Track

China is emphasizing a major build of its rail network. The current HSR system is the longest in the world.  The surge in domestic travel is...

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17 May 2024 10:05

Gold's Next Leg Up And Why It Matters

China continues to buy gold while it sells US treasuries at a record pace. In the first quarter, China sold $ 53B or US treasuries and agency...

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07 May 2024 09:29

Technically Speaking: The Early Bird Gets the Worm, China Retail Buys Hong Kong

The Southbound Stock Connect platform had the highest net inflows in March and April in more than 3 years. In April mainland investors bought a...

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