Calls
4
Yuting Shao
Senior Global Macro Strategist, Manulife Investment Management
Win Rate
0.0%
return
-2.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 16
$93.50
-
Japan benefits from a pro-growth, pro-fiscal government under Prime Minister Takaichi, supporting a positive outlook for equities. While tech-related stocks face near-term volatility and global adjustments, this is a healthy consolidation that does not change the longer-term positive view on Japanese markets.
Equity Indexes
Long
Jul 16
$171.64
-5.3%
The correction in Korean AI chip stocks is healthy after a rapid run-up, partly driven by leveraged ETF volatility. Over the medium to longer term, the positive trend driven by AI-related exports remains supportive, and the pullback offers a healthier backdrop for continued upside.
Equity Indexes
Long
Jul 16
$27.00
-0.7%
China has lagged the AI rally so far, and as the AI theme broadens out to other markets, there is significant catch-up potential. This creates upside opportunity for Chinese equities linked to the AI investment cycle.
Thematic ETFs
Long
Jul 16
$754.81
-1.5%
U.S. growth remains resilient supported by government spending, investment, and consumer resilience. Recent CPI and PPI data show manageable price pressure, reducing urgency for the Fed to make radical rate moves. The Fed is expected to stay on hold for the remainder of the year, providing a favorable backdrop for U.S. equities.
Equity Indexes
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Yuting Shao has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: SPY, KWEB, EWJ.
