Calls
1
Shaun Lee
Co-Founder, OSN
Win Rate
0.0%
return
-9.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 18
$38.72
-9.4%
"Trade flows... are shifting predominantly from the west to the east primarily coming from China to ASEAN countries... as well as to the UAE." The macroeconomic trend is moving away from Western-centric trade corridors toward an intra-Asian and Middle Eastern bloc. As volume grows in these corridors (UAE-Philippines, China-ASEAN), the underlying economies and their payment volumes will outperform Western counterparts. LONG. Capitalize on the macro rotation of capital and goods into these specific regions. Geopolitical escalation in the South China Sea or Middle East disrupting these specific trade routes.
"Trade flows... are shifting predominantly from the west to the east primarily coming from China to ASEAN countries... as well as to the UAE." The macroeconomic trend is moving away from Western-centric trade corridors toward an intra-Asian and Middle Eastern bloc. As volume grows in these corridors (UAE-Philippines, China-ASEAN), the underlying economies and their payment volumes will outperform Western counterparts. LONG. Capitalize on the macro rotation of capital and goods into these specific regions. Geopolitical escalation in the South China Sea or Middle East disrupting these specific trade routes.
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Shaun Lee has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: FXI.
