Сигналы
7
#567
Альфа-оценка 55.6
John Woods
Asia CIO and Head of Investment Solutions Asia, Lombard Odier
Винрейт
71.4%
доходность
+4.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
16 июл
$100.16
+9.8%
South Korea and Taiwan remain attractive overweight allocations within emerging markets due to their strong exposure to the 'New China' themes of AI, renewables, and memory chips, which will continue to drive long-term growth despite short-term retail volatility.
Фондовые индексы
Лонг
16 июл
$171.64
+1.8%
South Korea and Taiwan remain attractive overweight allocations within emerging markets due to their strong exposure to the 'New China' themes of AI, renewables, and memory chips, which will continue to drive long-term growth despite short-term retail volatility.
Фондовые индексы
Лонг
20 авг
$82.06
-0.5%
The US Treasury buyback is likely a one-off that won't change the trajectory of real rates returning to pre-GFC levels of 2-3%. Investors should position in short to medium duration (4-5 years) to optimize returns and avoid long-end volatility.
Облигации и ставки
Лонг
20 авг
$769.06
-0.9%
Upgrading US equities to overweight because Q2 earnings show growth broadening beyond AI and US exceptionalism into a cyclical story, with non-tech CapEx proliferating, especially among small and mid-cap stocks.
Фондовые индексы
Лонг
16 июл
$47.59
+17.0%
Markets will have to accept a semi-permanent, periodic disruption of oil supply through the Strait of Hormuz as the new normal, which will sustain a structural $5 to $15 geopolitical risk premium on Brent crude prices.
Сырьё
Лонг
16 июл
$35.88
+1.8%
Brazil is an attractive overweight allocation within the emerging market complex based on compelling value and supportive underlying macro growth.
Фондовые индексы
Лонг
16 июл
$54.15
+1.4%
The MSCI China Index offers a superior way to play the 'New China' theme compared to broad indices, as it contains a higher concentration of the technology and online ecosystem companies driving the country's new economy.
Фондовые индексы
Показано 7 из 7 коллов · сортировка по упоминаниям
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У John Woods на Buzzberg отслеживается 7 торговых идей по 7 тикерам с июля 2026. #567 в рейтинге Buzzberg Alpha. Чаще всего покрывает: EWY, EWT, FXI.
