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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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Equities
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Cross Asset Strategy
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Thematic (Sector/Industry)
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Recent
bullish
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Sun Art Retail
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23 Oct 2024 09:48
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (October 22)
HK out-perform global peers with short selling abating and mainland buying increasing. Sun Art resumed trading as it entertains potential buyout...
David Mudd
241 Views
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bullish
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Macroeconomics
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21 Oct 2024 09:09
Trump and China: It's Going to Get Interesting!
China's trade is growing strongly and less dependent on the US than it was 4 years ago. Trump's will seek to enter trade negotiations with China...
David Mudd
230 Views
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bullish
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Macroeconomics
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18 Oct 2024 13:50
HK/China: DOOM AND GLOOM? DON'T GET FOOLED AGAIN
China posted strong economic numbers for September and 3Q which exceeded consensus forecasts. The HK/China markets are significantly undervalued...
David Mudd
449 Views
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bullish
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Cross Asset Strategy
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18 Oct 2024 09:20
BUY/SELL/HOLD: Hong Kong Stock Updates (October 15)
Healthcare sector gains momentum in HK and materials and energy lag. Anta is appealing to the mass market with new megastores. JDH benefits from...
David Mudd
210 Views
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bullish
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Cross Asset Strategy
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15 Oct 2024 06:16
OVER THE HORIZON: Thematic Review Year-To-Date
We have been and continue to be BULLISH on HK/China markets and gold. We also continue to see headwinds for the Japan market from here.
David Mudd
880 Views
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