Shuli Ren 2.6 3 ideas
Opinion Columnist, Bloomberg
After 1 day
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By sector
ETF
3 ideas
-17.8%
Top tickers (by frequency)
BOTZ
1 ideas
0% W
-19.0%
EWJ
1 ideas
0% W
-11.9%
EWY
1 ideas
0% W
-22.6%
Best and worst calls
Best calls
EWJ LONG
-11.9%
North Asian markets (Korea, Japan) are trading cheaply compared to the US. These countries have low birth rates and are ...
Feb 26
BOTZ LONG
-19.0%
North Asian markets (Korea, Japan) are trading cheaply compared to the US. These countries have low birth rates and are ...
Feb 26
EWY LONG
-22.6%
North Asian markets (Korea, Japan) are trading cheaply compared to the US. These countries have low birth rates and are ...
Feb 26
Worst calls
EWY LONG
-22.6%
North Asian markets (Korea, Japan) are trading cheaply compared to the US. These countries have low birth rates and are ...
Feb 26
BOTZ LONG
-19.0%
North Asian markets (Korea, Japan) are trading cheaply compared to the US. These countries have low birth rates and are ...
Feb 26
EWJ LONG
-11.9%
North Asian markets (Korea, Japan) are trading cheaply compared to the US. These countries have low birth rates and are ...
Feb 26
North Asian markets (Korea, Japan) are trading cheaply compared to the US. These countries have low birth rates and are forced to adopt robotics/AI faster. Investors are realizing that US software revenue "may not be recurring" (due to AI disruption), while Asian industrial orders are locked in for years. This breaks the myth that Asian industrials are purely cyclical and unpredictable. Capital is rotating from US Software -> Asian Industrials/Robotics. LONG. A structural portfolio rotation favoring "hard assets" and automation over "soft" recurring revenue. Global recession crushing industrial demand or US tariffs impacting Asian exports.
Opinion Columnist, Bloomberg