Calls
7
#637
Alpha Score 37.1
Chetan Ahya
Chief Asia Economist, Morgan Stanley
Win Rate
28.6%
return
-4.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 26
$12.91
-3.8%
Australia and Indonesia, as the two biggest commodity exporters in the region, benefit from higher industrial commodity prices driven by Asia's capex-led industrial production pickup.
Equity Indexes
Long
May 26
$28.90
-0.5%
Australia and Indonesia, as the two biggest commodity exporters in the region, benefit from higher industrial commodity prices driven by Asia's capex-led industrial production pickup.
Equity Indexes
Long
May 26
$92.84
+1.8%
China, Japan, Korea, and Taiwan are the biggest beneficiaries of Asia's industrial super cycle because they meet both domestic and export demands driven by capex across AI, energy, defense, and industrial sectors.
Equity Indexes
Long
May 26
$102.14
-4.3%
China, Japan, Korea, and Taiwan are the biggest beneficiaries of Asia's industrial super cycle because they meet both domestic and export demands driven by capex across AI, energy, defense, and industrial sectors.
Equity Indexes
Long
May 26
$201.15
-19.8%
China, Japan, Korea, and Taiwan are the biggest beneficiaries of Asia's industrial super cycle because they meet both domestic and export demands driven by capex across AI, energy, defense, and industrial sectors.
Equity Indexes
Long
May 26
$35.74
-4.6%
China, Japan, Korea, and Taiwan are the biggest beneficiaries of Asia's industrial super cycle because they meet both domestic and export demands driven by capex across AI, energy, defense, and industrial sectors.
Equity Indexes
Long
May 26
$48.55
+0.6%
India's industrial sector benefits primarily from its own domestic capex cycle, which is fueled by the broader Asian investment boom.
Equity Indexes
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Chetan Ahya has 7 trade ideas tracked on Buzzberg across 7 tickers since May 2026. Ranked #637 on the Buzzberg Alpha leaderboard. Most covered: FXI, EWJ, EWY.
