Calls
4
Herald van der Linde
Head of Asia Pacific Equity Strategy, HSBC
Win Rate
50.0%
return
-1.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 15
$12.07
+2.9%
Indonesia is making tangible progress toward meeting MSCI inclusion requirements. The country is increasing free float, removing some stocks from the index, and making personnel changes. While MSCI has delayed a decision until November, the direction of travel is constructive and inclusion seems likely, which would support Indonesian equities.
Equity Indexes
Long
Jul 15
$102.49
-5.0%
Taiwan is the preferred market for the AI/semiconductor play over Korea. TSMC has a stronger position, and Taiwan exhibits less leverage and margin lending excess than Korea, making it a cleaner long-term vehicle for the AI theme.
Equity Indexes
Long
Jul 15
$33.93
-4.4%
Chinese banks are attractive because the flow of deposits leaving China for Hong Kong has slowed, keeping liquidity onshore. At the same time, trillions of yuan in time deposits are rolling over at meaningfully lower rates, which will improve net interest margins for the banks.
Thematic ETFs
Long
Jul 15
$26.18
+2.4%
Margins for Chinese internet names are likely to improve as the intense competitive pressure and price wars that have characterized the sector over the past year are finally starting to weaken.
Thematic ETFs
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Herald van der Linde has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: KWEB, KBA, EIDO.
