Calls
2
Leonid Mironov
Portfolio Manager, Gavekal Capital
Win Rate
0.0%
return
-9.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 10
$37.24
-3.5%
Chinese equities are attractive because anti-involution policies are ending producer price deflation, leading to PPI inflation, healthier earnings, and a more responsive consumer. Market reforms incentivize dividends and buybacks, and net issuance turned negative for the first time. Consumer savings are huge and only 7% in equities, poised to flow in as inflation erodes cash.
Equity Indexes
Long
May 10
$90.17
-15.7%
Lithium is likely to see shortages as early as second half of 2026 due to strong demand from EVs and storage, while anti-involution limits supply expansion. Prices are not stuck at current lows and will rise to incentivize new projects.
Commodities
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Leonid Mironov has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: FXI, LITHIUM, ALUMINUM.
