Louise Loo

Head of Asia Economics, Oxford Economics
· tracked since Feb 2026
Calls
2
Win Rate
100.0%
return
+31.7%
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
SOXX Long +46.3%
EWY Long +17.1%
Worst Calls
No live losers yet
Most Mentioned
EWY ×1
SMH ×1
CHINESE YUAN (CNY) ×1
Recent Calls
SOXX Long 4 months ago
EWY Long 4 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 50%
30d 0%
90d 100%
Average Return +31.7% Long Return +31.7% Short Return -
Average Return
7d +2.3%
30d -5.8%
90d +51.9%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
EWY iShares ... iShares MSCI South ...
Long
Feb 23
$139.30
+17.1%
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, the secular demand for AI and tech hardware remains robust. The "tariff scare" provides a buying opportunity in sectors where demand (exports) is empirically strong. LONG. Fundamentals in the Korean memory sector override the macro trade noise. A global recession dampening tech demand.
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, the secular demand for AI and tech hardware remains robust. The "tariff scare" provides a buying opportunity in sectors where demand (exports) is empirically strong. LONG. Fundamentals in the Korean memory sector override the macro trade noise. A global recession dampening tech demand.
Equity Indexes
YOUTUBE
SOXX iShares ... iShares Semiconductor ETF
Long
Feb 23
$356.82
+46.3%
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, the secular demand for AI and tech hardware remains robust. The "tariff scare" provides a buying opportunity in sectors where demand (exports) is empirically strong. LONG. Fundamentals in the Korean memory sector override the macro trade noise. A global recession dampening tech demand.
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, the secular demand for AI and tech hardware remains robust. The "tariff scare" provides a buying opportunity in sectors where demand (exports) is empirically strong. LONG. Fundamentals in the Korean memory sector override the macro trade noise. A global recession dampening tech demand.
Thematic ETFs
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Louise Loo has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: EWY, SMH, CHINESE YUAN (CNY).