Calls
1
Thomas Fang
Head of China Global Markets, UBS
Win Rate
0.0%
return
-17.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 13
$63.52
-17.3%
After a strong 2025, Fang remains optimistic on China equities because of roughly 10% EPS growth, valuation re-rating, and policy tailwinds in the first year of the 15th Five-Year Plan. He targets MSCI China at 100, implying about 15% upside from around 87, and sees no reason China cannot test prior highs as consumption support, anti-involution, and global investor diversification and underweight reduction help.
Equity Indexes
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Thomas Fang has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: FXI, CSI 300, CHINA ANTI-INVOLUTION BENEFICIARIES.
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
