Calls
3
Managing Editor for Asian Equities
Managing Editor, Asian Equities Media
Win Rate
33.3%
return
-3.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 02
$26.66
+4.7%
Malaysia is emerging as a second-tier AI play due to its AI data center business and electronics companies, with the market being under-owned and reasonably valued, making it worth another look as crowded AI markets like Taiwan and Korea rotate.
Equity Indexes
Long
Jul 02
$144.80
-3.8%
Indonesia has seen some buying as investors believe the worst news is priced in, presenting a potential value opportunity after being the worst-performing market this year.
Grid Equipment
Long
Apr 17
$30.45
-9.9%
Chinese equities are seeing a revival of the prewar AI playbook, with AI-related themes driving performance. China's AI stocks are not in a bubble because Chinese tech giants are just beginning to ramp up AI investment relative to U.S. peers.
Thematic ETFs
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Managing Editor for Asian Equities has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: KWEB, EWM, JCI.
