Calls
3
Song Zhe
Senior Investment Specialist, Asia ex-Japan and Emerging Market Equities, BNP Paribas Asset Management
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 06
$401.65
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Song Zhe remained optimistic on Korea and Taiwan markets because there is no alternative for memory and advanced fabs in the AI semiconductor supply chain. He views the current year-to-date derisking and crowded-trade unwind as an opportunity to add to names he likes.
Thematic ETFs
Long
Feb 06
$70.05
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Song Zhe remained optimistic on Korea and Taiwan markets because there is no alternative for memory and advanced fabs in the AI semiconductor supply chain. He views the current year-to-date derisking and crowded-trade unwind as an opportunity to add to names he likes.
Equity Indexes
Long
Feb 06
$39.22
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Song Zhe said the window for Chinese equities is widely open because structural trends are clearly happening. He noted the information technology sector in MSCI China was almost flat last month but his China equity portfolio's weighting rose 8%, creating a stock-pickers market rather than an index rally.
Equity Indexes
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Song Zhe has 3 trade ideas tracked on Buzzberg across 5 tickers since February 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
