Calls
4
Abhishek Bishnoi
Senior Asia Equities Reporter
Win Rate
50.0%
return
-1.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 21
$83.53
+32.5%
Taiwan is preferred over South Korea for AI investments due to its more structured and resilient market, better diversification, and higher risk-adjusted returns, with more money likely to flow into Taiwanese stocks, indicating a relative trade opportunity.
Equity Indexes
Long
Mar 13
$69.17
-21.2%
China wasn't expensive when this war happened... the strategy of having diversified energy sources has helped... even laggards like Tencent have started retracing some of their underperformance. While the rest of the world struggles with $100 oil and stagflation, China's cheap equity valuations, massive EV/green energy dominance, and strategic oil buffers insulate its tech and consumer sectors from the worst of the macro shock. Chinese tech and green energy equities offer a rare combination of cheap valuation and fundamental resilience against Middle East energy disruptions. Escalating US-China trade tariffs or secondary sanctions related to the geopolitical conflict could override the valuation and energy-buffer advantages.
China wasn't expensive when this war happened... the strategy of having diversified energy sources has helped... even laggards like Tencent have started retracing some of their underperformance. While the rest of the world struggles with $100 oil and stagflation, China's cheap equity valuations, massive EV/green energy dominance, and strategic oil buffers insulate its tech and consumer sectors from the worst of the macro shock. Chinese tech and green energy equities offer a rare combination of cheap valuation and fundamental resilience against Middle East energy disruptions. Escalating US-China trade tariffs or secondary sanctions related to the geopolitical conflict could override the valuation and energy-buffer advantages.
Internet Platforms
Long
Mar 13
$30.09
-18.8%
China wasn't expensive when this war happened... the strategy of having diversified energy sources has helped... even laggards like Tencent have started retracing some of their underperformance. While the rest of the world struggles with $100 oil and stagflation, China's cheap equity valuations, massive EV/green energy dominance, and strategic oil buffers insulate its tech and consumer sectors from the worst of the macro shock. Chinese tech and green energy equities offer a rare combination of cheap valuation and fundamental resilience against Middle East energy disruptions. Escalating US-China trade tariffs or secondary sanctions related to the geopolitical conflict could override the valuation and energy-buffer advantages.
China wasn't expensive when this war happened... the strategy of having diversified energy sources has helped... even laggards like Tencent have started retracing some of their underperformance. While the rest of the world struggles with $100 oil and stagflation, China's cheap equity valuations, massive EV/green energy dominance, and strategic oil buffers insulate its tech and consumer sectors from the worst of the macro shock. Chinese tech and green energy equities offer a rare combination of cheap valuation and fundamental resilience against Middle East energy disruptions. Escalating US-China trade tariffs or secondary sanctions related to the geopolitical conflict could override the valuation and energy-buffer advantages.
Thematic ETFs
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Abhishek Bishnoi has 4 trade ideas tracked on Buzzberg across 4 tickers since March 2026. Most covered: KWEB, TCEHY, DXY.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
