Gokul Laroia
CEO, Asia, Morgan Stanley
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 28
$34.69
+0.1%
Chinese dividend yields on equities exceed bond yields and fixed deposit returns, driving a reallocation of household savings from bank deposits and bonds into the stock market, which supports equity valuations and volumes.
Macro
Long
May 28
$749.97
-1.9%
If AI delivers the expected efficiency gains, the S&P 500 could realize approximately $1 trillion in cost savings and revenue enhancements, and capitalizing those margin expansions would produce spectacular returns for the index.
Macro
Long
May 28
$50.79
-1.1%
The metals and mining sector in Asia is experiencing robust demand and is described as 'really really hot right now', making it an attractive area for investment.
Other
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