Calls
2
Ken Wong
Portfolio Specialist, Eastspring Investments
Win Rate
100.0%
return
+5.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 30
$129.31
+9.9%
Higher oil prices are here to stay for the near term regardless of Middle East developments. Companies will need to price in elevated energy costs, and there is no return to the lower levels seen earlier this year.
Commodities
Long
Feb 27
$43.84
+1.1%
India's broader market is expensive (21x earnings), but Financials and Real Estate offer specific value. Investors need growth but are wary of valuations. Financials and Real Estate in India are tied to the domestic structural growth story (demographics/urbanization) but are less stretched than the Consumer Discretionary/Staples sectors. LONG India Financials / Real Estate. Regulatory changes in India or a global risk-off event hitting Emerging Markets.
India's broader market is expensive (21x earnings), but Financials and Real Estate offer specific value. Investors need growth but are wary of valuations. Financials and Real Estate in India are tied to the domestic structural growth story (demographics/urbanization) but are less stretched than the Consumer Discretionary/Staples sectors. LONG India Financials / Real Estate. Regulatory changes in India or a global risk-off event hitting Emerging Markets.
Thematic ETFs
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Ken Wong has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: BNO, XLRE, ELECTRONIC COMPONENT MAKERS (JAPAN/TAIWAN).
