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INSIGHT PROVIDER
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David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
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Location:
Hong Kong
Joined:
02 February 2024
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Cross Asset Strategy
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bullish
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Macroeconomics
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27 Jul 2024 07:30
CHINA: When Will Stocks Catch Up With Surging Debt Markets?
The PBOC cut the 1YR MLF rate and 7 day Reverse Rep (the new benchmark rate) while commercial banks cut their 1 year and 5 year LPR's. ...
David Mudd
1.3k Views
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bullish
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Smoore International Holdings
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26 Jul 2024 19:18
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (July 26)
China's National Team continued buying in the ETF market. Smoore International, Xinjiang Goldwind and Hisense had positive news sentiment, while...
David Mudd
116 Views
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bullish
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WH Group
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24 Jul 2024 14:15
Technically Speaking, Breakouts and Breakdowns: HONG KONG (July 24)
BYD Company, Power Assets and WH Group all experienced breakouts during the week. WH Group announced a spin off of its Smithfield Foods business...
David Mudd
264 Views
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bearish
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Cross Asset Strategy
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23 Jul 2024 07:28
Trump Trades and the JAPAN Market Are Like Oil and Vinegar
Trump's trade policies run counter to many themes that have propelled Japan's markets. A weaker dollar/stronger JPY will pressure trading and auto...
David Mudd
210 Views
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bullish
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Sunny Optical Technology Group
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22 Jul 2024 21:16
BUY/SELL/HOLD: Hong Kong Stock Updates (July 22)
Xiaomi launches its new AI enabled phone and has success in EVs. Sunny Optical has seen its auto lens business grow and Minth is successfully...
David Mudd
276 Views
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