Calls
7
#567
Alpha Score 55.6
John Woods
Asia CIO and Head of Investment Solutions Asia, Lombard Odier
Win Rate
71.4%
return
+4.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 16
$100.16
+9.8%
South Korea and Taiwan remain attractive overweight allocations within emerging markets due to their strong exposure to the 'New China' themes of AI, renewables, and memory chips, which will continue to drive long-term growth despite short-term retail volatility.
Equity Indexes
Long
Jul 16
$171.64
+1.8%
South Korea and Taiwan remain attractive overweight allocations within emerging markets due to their strong exposure to the 'New China' themes of AI, renewables, and memory chips, which will continue to drive long-term growth despite short-term retail volatility.
Equity Indexes
Long
Aug 20
$82.06
-0.5%
The US Treasury buyback is likely a one-off that won't change the trajectory of real rates returning to pre-GFC levels of 2-3%. Investors should position in short to medium duration (4-5 years) to optimize returns and avoid long-end volatility.
Bonds & Rates
Long
Aug 20
$769.06
-0.9%
Upgrading US equities to overweight because Q2 earnings show growth broadening beyond AI and US exceptionalism into a cyclical story, with non-tech CapEx proliferating, especially among small and mid-cap stocks.
Equity Indexes
Long
Jul 16
$47.59
+17.0%
Markets will have to accept a semi-permanent, periodic disruption of oil supply through the Strait of Hormuz as the new normal, which will sustain a structural $5 to $15 geopolitical risk premium on Brent crude prices.
Commodities
Long
Jul 16
$35.88
+1.8%
Brazil is an attractive overweight allocation within the emerging market complex based on compelling value and supportive underlying macro growth.
Equity Indexes
Long
Jul 16
$54.15
+1.4%
The MSCI China Index offers a superior way to play the 'New China' theme compared to broad indices, as it contains a higher concentration of the technology and online ecosystem companies driving the country's new economy.
Equity Indexes
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John Woods has 7 trade ideas tracked on Buzzberg across 7 tickers since July 2026. Ranked #567 on the Buzzberg Alpha leaderboard. Most covered: EWY, EWT, FXI.
