Calls
2
Laura Wang
Chief China Equities Strategist, Morgan Stanley
Win Rate
0.0%
return
-4.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 17
$24380.50
-
Liquidity, fundamentals and investor sentiment are all starting to improve and align for a recovery in the Hong Kong market, despite weak macro conditions.
Equity Indexes
Long
Jul 17
$568.92
-4.2%
Chinese semiconductors and hardware are well positioned on a multiyear basis despite near-term volatility from the global AI super cycle, though valuations in areas like optical transceivers are stretched, requiring selectivity.
Thematic ETFs
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Laura Wang has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: SMH, EWH, CHINA INSURANCE SECTOR.
