Louise Loo 1.5 2 ideas
Head of Asia Economics, Oxford Economics
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By sector
ETF
2 ideas
-5.8%
Top tickers (by frequency)
EWY
1 ideas
0% W
-8.3%
SOXX
1 ideas
0% W
-3.2%
Best and worst calls
Best calls
SOXX LONG
-3.2%
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, ...
Feb 23
EWY LONG
-8.3%
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, ...
Feb 23
Worst calls
EWY LONG
-8.3%
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, ...
Feb 23
SOXX LONG
-3.2%
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, ...
Feb 23
YouTube
Asia Faces Trade Uncertainty as Trump’s Tariffs Hit Legal Trouble | The Asia Trade 2/23/2026
South Korean export data for the first 20 days of the month is up 23.5%, driven by semiconductors. Despite trade noise, the secular demand for AI and tech hardware remains robust. The "tariff scare" provides a buying opportunity in sectors where demand (exports) is empirically strong. LONG. Fundamentals in the Korean memory sector override the macro trade noise. A global recession dampening tech demand.
Head of Asia Economics,...