Dina Ting

Head of Global Index Portfolio Management, Franklin Templeton
· tracked since Feb 2026
Calls 3 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
EWY long +56.0%
TSM long +21.3%
EWJ long +3.0%
Worst Calls
No live losers yet
Most Mentioned
TSM ×1
EWJ ×1
EWY ×1
Recent Calls
TSM long 3 months ago
EWJ long 3 months ago
EWY long 3 months ago
Win Rate 100% Long 3 Short 0
Win Rate
7d 100%
30d 0%
90d 100%
Average Return +26.8% Long Return +26.8% Short Return -
Average Return
7d +5.7%
30d -5.2%
90d +14.9%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
EWJ iShares ... iShares MSCI Japan ETF
Long
Feb 19
$91.20
+3.0%
The AI trade is global, not just US. South Korea (EWY) is up 26% YTD. Taiwan (TSM) grew semiconductor exports by 30%. Japan (EWJ) is recapturing manufacturing leadership. US investors have a home bias, ignoring that the "picks and shovels" (Memory chips, advanced packaging, manufacturing) are in Asia. These markets offer lower valuations for the same AI growth theme. LONG Asian Tech/Manufacturing via country ETFs or TSM. Geopolitical tensions in the Taiwan Strait; global trade tariffs.
The AI trade is global, not just US. South Korea (EWY) is up 26% YTD. Taiwan (TSM) grew semiconductor exports by 30%. Japan (EWJ) is recapturing manufacturing leadership. US investors have a home bias, ignoring that the "picks and shovels" (Memory chips, advanced packaging, manufacturing) are in Asia. These markets offer lower valuations for the same AI growth theme. LONG Asian Tech/Manufacturing via country ETFs or TSM. Geopolitical tensions in the Taiwan Strait; global trade tariffs.
Macro
YOUTUBE
EWY iShares ... iShares MSCI South ...
Long
Feb 19
$135.21
+56.0%
The AI trade is global, not just US. South Korea (EWY) is up 26% YTD. Taiwan (TSM) grew semiconductor exports by 30%. Japan (EWJ) is recapturing manufacturing leadership. US investors have a home bias, ignoring that the "picks and shovels" (Memory chips, advanced packaging, manufacturing) are in Asia. These markets offer lower valuations for the same AI growth theme. LONG Asian Tech/Manufacturing via country ETFs or TSM. Geopolitical tensions in the Taiwan Strait; global trade tariffs.
The AI trade is global, not just US. South Korea (EWY) is up 26% YTD. Taiwan (TSM) grew semiconductor exports by 30%. Japan (EWJ) is recapturing manufacturing leadership. US investors have a home bias, ignoring that the "picks and shovels" (Memory chips, advanced packaging, manufacturing) are in Asia. These markets offer lower valuations for the same AI growth theme. LONG Asian Tech/Manufacturing via country ETFs or TSM. Geopolitical tensions in the Taiwan Strait; global trade tariffs.
Macro
YOUTUBE
TSM Taiwan S... Taiwan Semiconducto...
Long
Feb 19
$360.39
+21.3%
The AI trade is global, not just US. South Korea (EWY) is up 26% YTD. Taiwan (TSM) grew semiconductor exports by 30%. Japan (EWJ) is recapturing manufacturing leadership. US investors have a home bias, ignoring that the "picks and shovels" (Memory chips, advanced packaging, manufacturing) are in Asia. These markets offer lower valuations for the same AI growth theme. LONG Asian Tech/Manufacturing via country ETFs or TSM. Geopolitical tensions in the Taiwan Strait; global trade tariffs.
The AI trade is global, not just US. South Korea (EWY) is up 26% YTD. Taiwan (TSM) grew semiconductor exports by 30%. Japan (EWJ) is recapturing manufacturing leadership. US investors have a home bias, ignoring that the "picks and shovels" (Memory chips, advanced packaging, manufacturing) are in Asia. These markets offer lower valuations for the same AI growth theme. LONG Asian Tech/Manufacturing via country ETFs or TSM. Geopolitical tensions in the Taiwan Strait; global trade tariffs.
AI/Semi
YOUTUBE
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