MG

Manpreet Gill 5.0 4 ideas

Reporter, Financial Times
Loading…
Per mention Per thesis
ⓘ First mention per (ticker, direction)
Layout Default A B C D
Total Picks
1
1 long
Avg Return
—
equal-weighted
Best Performer
—
—
Worst Performer
—
—
Winrate 30d
—
—
Theme:
Stance:
#TickerNameStanceConvEntryP&L YTDThemeThesisFirst MentionedSrc
1 GOLD Gold LONG MED $429.89 Other Gold is a good asset to own if stagflationary risks continue to rise, providing … Apr 28 YOUTUBE
Positions
TickerDirEntryP&LDate
GOLD LONG $429.89 Apr 28
▶ YouTube Trump reviews Iran plan; China blocks Meta-Manus deal | Horizons Middle East & Africa 4/28/2026
Yen undervalued, will strengthen as BOJ hikes.
The yen is one of the most undervalued currencies. As the Bank of Japan keeps hiking rates and the rate gap with the US and Europe narrows, the yen should strengthen significantly over a 12-18 month horizon.
Japanese Yen (JPY) HIGH Bloomberg Markets Apr 28, 06:42
Manpreet Gill
Reporter, Financial Times
▶ YouTube Trump reviews Iran plan; China blocks Meta-Manus deal | Horizons Middle East & Africa 4/28/2026
Buy EM short-duration high yield bonds.
Markets are pricing in too much hawkishness, keeping yields higher than justified. Locking in yields on emerging market short-duration high yield bonds offers attractive carry and a good risk/reward.
Emerging Market Short-Duration High Yield Bonds HIGH Bloomberg Markets Apr 28, 06:42
Manpreet Gill
Reporter, Financial Times
▶ YouTube Trump reviews Iran plan; China blocks Meta-Manus deal | Horizons Middle East & Africa 4/28/2026
TIPS hedge stagflation risk.
If stagflationary risks rise, inflation expectations will rise first. Treasury Inflation-Protected Securities (TIPS) are a good hedge against that scenario.
TIPS (Treasury Inflation-Protected Securities) HIGH Bloomberg Markets Apr 28, 06:42
Manpreet Gill
Reporter, Financial Times
▶ YouTube Trump reviews Iran plan; China blocks Meta-Manus deal | Horizons Middle East & Africa 4/28/2026
Gold is a good hedge.
Gold is a good asset to own if stagflationary risks continue to rise, providing a portfolio hedge.
GOLD HIGH Bloomberg Markets Apr 28, 06:42
Manpreet Gill
Reporter, Financial Times
Manpreet Gill (Reporter, Financial Times) | 4 trade ideas tracked | GOLD, Japanese Yen (JPY), Emerging Market Short-Duration High Yield Bonds, TIPS (Treasury Inflation-Protected Securities) | YouTube | Buzzberg