Calls
3
Julie Ho
Asia equities portfolio manager, J.P. Morgan Asset Management
Win Rate
33.3%
return
-4.0%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 30
$119.33
-4.4%
Global cyclicality is broadening, with non-tech exports doing well alongside tech. This gives a wider selection of stocks and supports a constructive view on Asian equities for the second half.
Macro
Long
Jun 30
$112.72
+1.8%
Conventional telecom companies across Asia are benefiting from regional consolidation and disciplined players monetizing higher data usage. This is a classic defensive sector and one of the largest bets in the portfolio.
Other
Long
Jun 30
$655.70
-9.3%
Memory stocks have run hard, but reasonable valuation opportunities now exist in the Taiwan logic semiconductor value chain, where margins are sustainable and valuations are attractive in a higher-for-longer environment.
AI/Semi
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Julie Ho has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: SMH, AAXJ, IXP.
