Сигналы
4
Beth Wong
Asian Equities Senior Investment Specialist, HSBC Asset Management
Винрейт
75.0%
доходность
+1.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
24 авг
$35.55
-0.1%
China has been neglected for a long time and is a sleeping giant. Domestic technology champions are emerging, policy prioritizes innovation, valuations remain reasonable, and there are structural earnings growth opportunities in Chinese tech, AI, data, open-source models, and industrial/humanoid robots.
Фондовые индексы
Лонг
24 авг
$29.66
+1.7%
India is an anti-AI trade with smaller AI exposure but many structural opportunities: consumption, favorable demographics, strong car sales growth, and financials. Foreign institutions are returning since mid-June, ownership is at a 20-year low, and HSBC is overweight consumer discretionary and financials.
Тематические ETF
Лонг
24 авг
$49.34
+0.9%
India is an anti-AI trade with smaller AI exposure but many structural opportunities: consumption, favorable demographics, strong car sales growth, and financials. Foreign institutions are returning since mid-June, ownership is at a 20-year low, and HSBC is overweight consumer discretionary and financials.
Фондовые индексы
Лонг
24 авг
$164.10
+2.5%
China's healthcare sector, specifically biotech, has been neglected in the first half but is getting interesting. China has evolved from a low-cost research hub to a partner in drug development and manufacturing, and HSBC is positive on some Chinese players.
Тематические ETF
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У Beth Wong на Buzzberg отслеживается 4 торговых идей по 4 тикерам с августа 2026. Чаще всего покрывает: FXI, XBI, INDA.
