Eva Lee
Head of Greater China Equities, UBS Global Wealth Management
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 06
$23.62
+1.3%
Chinese government bonds should perform better as the People's Bank of China is expected to cut rates twice in the fourth quarter, creating a favorable environment for fixed income.
Macro
Long
May 06
$24.18
+2.2%
Chinese domestic chip and AI equipment companies will continue to perform well due to cost competitiveness and the DeepSeek catalyst, with performance already 10% below international models but 80-90% cheaper, making them attractive plays.
Macro
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