Calls
6
Alexander Treves
Head of Investment Specialist, APAC Equities, JPMorgan Asset Management
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 20
$83.72
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A weaker yen does not undermine the Japan equity story because exporters are a large part of the market. The underlying story for many Japanese companies continues to improve, and he wants to see domestic plays and tech uplift.
Equity Indexes
Long
Jan 20
$110.97
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Korea rose from a low base and still does not look expensive. The rally has been supported by high-tech hardware and memory, defense, and value-up governance. A consolidation would be natural, but as long as fundamentals, supply-demand, and the value-up program persist, the market should keep improving.
Equity Indexes
Long
Jan 20
$97.55
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Foreign investors are increasingly interested in Asia as a region as they diversify away from the US and dollar assets. A weaker dollar is good for Asia, and Asia is relatively insulated from many geopolitical risks.
Equity Indexes
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Alexander Treves has 6 trade ideas tracked on Buzzberg across 10 tickers since January 2026.
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
