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Pooja Malik 5.0 6 ideas

Anchor, CoinDesk TV
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Per mention Per thesis
ⓘ First mention per (ticker, direction)
Layout Default A B C D
Total Picks
6
6 long
Avg Return
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equal-weighted
Best Performer
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Worst Performer
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Winrate 30d
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Theme:
Stance:
#TickerNameStanceConvEntryP&L YTDThemeThesisFirst MentionedSrc
1 FXI iShares China Large-Cap ETF LONG MED $37.11 Macro China has been largely ignored and has proved more resilient than markets like K… Apr 21 YOUTUBE
2 XLE Energy Select Sector SPDR Fund LONG MED $55.87 Energy Upstream oil producers in Saudi Arabia are attractive because oil prices are ele… Apr 21 YOUTUBE
3 THD iShares MSCI Thailand ETF LONG MED $70.54 Macro Within vulnerable markets like Thailand, focus on electronic companies and suppl… Apr 21 YOUTUBE
4 XLB Materials Select Sector SPDR LONG MED $51.77 Other The commodity chemical complex in Malaysia is likely to hold up well despite the… Apr 21 YOUTUBE
5 ICLN iShares Global Clean Energy ETF LONG MED $19.40 Energy The structural trend towards clean energy, renewables, water, and batteries is n… Apr 21 YOUTUBE
6 KARS KraneShares Electric Vehicles and Future Mobility Index ETF LONG MED $35.78 Other The structural trend towards clean energy, renewables, water, and batteries is n… Apr 21 YOUTUBE
Positions
TickerDirEntryP&LDate
FXI LONG $37.11 Apr 21
XLE LONG 55.87 ARS Apr 21
THD LONG $70.54 Apr 21
XLB LONG $51.77 Apr 21
ICLN LONG $19.40 Apr 21
KARS LONG $35.78 Apr 21
▶ YouTube Hormuz Stays Shut Until a Deal Is Reached | Insight with Haslinda Amin 04/21/2026
China is a long-term structural opportunity.
China has been largely ignored and has proved more resilient than markets like Korea, Taiwan, or India. A rebound in the domestic story is underway with the property sector bottoming out and domestic travel rebounding, while the AI trade is also helping. This presents a long-term structural opportunity.
FXI HIGH Bloomberg Markets Apr 21, 05:57
Pooja Malik
Anchor, CoinDesk TV
▶ YouTube Hormuz Stays Shut Until a Deal Is Reached | Insight with Haslinda Amin 04/21/2026
Upstream Saudi oil producers are a good hold.
Upstream oil producers in Saudi Arabia are attractive because oil prices are elevated and energy demand has become front and center. Countries are stockpiling and will continue to do so, making stable energy exposure a good structural holding even if the conflict resolves in weeks.
XLE HIGH Bloomberg Markets Apr 21, 05:57
Pooja Malik
Anchor, CoinDesk TV
▶ YouTube Hormuz Stays Shut Until a Deal Is Reached | Insight with Haslinda Amin 04/21/2026
Select AI-linked electronics in Thailand.
Within vulnerable markets like Thailand, focus on electronic companies and supply chain manufacturers linked to AI that are seeing strong earnings growth, providing cash certainty amid uncertainty.
THD HIGH Bloomberg Markets Apr 21, 05:57
Pooja Malik
Anchor, CoinDesk TV
▶ YouTube Hormuz Stays Shut Until a Deal Is Reached | Insight with Haslinda Amin 04/21/2026
Commodity chemical complex in Malaysia attractive.
The commodity chemical complex in Malaysia is likely to hold up well despite the oil crisis, making it an attractive selective exposure within Asia.
XLB HIGH Bloomberg Markets Apr 21, 05:57
Pooja Malik
Anchor, CoinDesk TV
▶ YouTube Hormuz Stays Shut Until a Deal Is Reached | Insight with Haslinda Amin 04/21/2026
Long clean energy and EV/battery suppliers.
The structural trend towards clean energy, renewables, water, and batteries is not going away. During the oil price spike, EV and battery suppliers in China and Korea significantly outperformed, showing they can be diversifying and are supported by long-term demand away from oil.
ICLN KARS HIGH Bloomberg Markets Apr 21, 05:57
Pooja Malik
Anchor, CoinDesk TV
Pooja Malik (Anchor, CoinDesk TV) | 6 trade ideas tracked | XLE, ICLN, FXI, THD, XLB | YouTube | Buzzberg