Calls
3
Raymond Cheng
CIO North Asia, Standard Chartered
Win Rate
33.3%
return
+0.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 14
$34.78
-0.8%
China's side of the global AI capex ecosystem is underappreciated, and global investors are underpositioned in China/Hong Kong equities. Government support for entrepreneurs and IPOs supports Chinese AI-related names, especially in the mid-to-lower tier. He advises using volatility to add back China A-shares and H-shares and rotating away from old e-commerce platforms toward AI capex beneficiaries.
Equity Indexes
Long
Aug 14
$34.86
+3.2%
China's side of the global AI capex ecosystem is underappreciated, and global investors are underpositioned in China/Hong Kong equities. Government support for entrepreneurs and IPOs supports Chinese AI-related names, especially in the mid-to-lower tier. He advises using volatility to add back China A-shares and H-shares and rotating away from old e-commerce platforms toward AI capex beneficiaries.
Equity Indexes
Long
Aug 14
$58.26
-1.3%
With interest rates likely to remain high, U.S. financials should benefit because net interest margins will not face downside pressure. He tells investors to use current market strength to diversify away from crowded technology and semiconductor exposure into underowned areas such as U.S. financials.
Thematic ETFs
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Raymond Cheng has 3 trade ideas tracked on Buzzberg across 3 tickers since August 2026. Most covered: XLF, FXI, ASHR.
