Louise Loo

Head of Asia Economics, Oxford Economics
· tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
SOXX long +71.5%
EWY long +51.4%
Worst Calls
No live losers yet
Most Mentioned
EWY ×1
SMH ×1
Recent Calls
SOXX long 3 months ago
EWY long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 50%
30d 0%
90d 100%
Average Return +61.4% Long Return +61.4% Short Return -
Average Return
7d +2.3%
30d -5.8%
90d +51.9%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
EWY iShares ... iShares MSCI South ...
Long
Feb 23
$139.30
+51.4%
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.
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.
Macro
YOUTUBE
SOXX iShares ... iShares Semiconductor ETF
Long
Feb 23
$356.82
+71.5%
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.
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.
AI/Semi
YOUTUBE
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