Calls
3
Sean Taylor
CIO and Portfolio Manager, Matthews Asia
Win Rate
33.3%
return
-0.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 08
$28.67
+11.0%
In the ASEAN region, Singapore is performing well and serves as a relatively safe haven compared to other markets like Indonesia and the Philippines.
Equity Indexes
Long
Jun 08
$175.19
-7.9%
The current selloff is a technical correction in a longer-term structural bull market driven by AI demand. Professional investors should view it as an opportunity to increase exposure to Korea, where earnings continue to rise.
Equity Indexes
Long
Jun 08
$17.99
-3.6%
Vietnam offers good opportunities in industrials, as it is not widely covered by investors.
Thematic ETFs
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Sean Taylor has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: EWY, VNM, EWS.
