Trinh Nguyen 5.4 3 ideas
Senior Economist for Emerging Asia, Natixis
After 1 day
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3/15 min ideas
After 1 week
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3/15 min ideas
After 1 month
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3/15 min ideas
By sector
ETF
3 ideas
+1.9%
Top tickers (by frequency)
FXI
1 ideas
100% W
+0.8%
INDA
1 ideas
100% W
+5.5%
EZU
1 ideas
0% W
-0.4%
Best and worst calls
Best calls
INDA SHORT
+5.5%
Asia and Europe are net oil importers. Trinh Nguyen notes that for Thailand, energy/food/transport is >70% of the CPI ba...
Mar 06
FXI SHORT
+0.8%
Asia and Europe are net oil importers. Trinh Nguyen notes that for Thailand, energy/food/transport is >70% of the CPI ba...
Mar 06
EZU SHORT
-0.4%
Asia and Europe are net oil importers. Trinh Nguyen notes that for Thailand, energy/food/transport is >70% of the CPI ba...
Mar 06
Worst calls
EZU SHORT
-0.4%
Asia and Europe are net oil importers. Trinh Nguyen notes that for Thailand, energy/food/transport is >70% of the CPI ba...
Mar 06
FXI SHORT
+0.8%
Asia and Europe are net oil importers. Trinh Nguyen notes that for Thailand, energy/food/transport is >70% of the CPI ba...
Mar 06
INDA SHORT
+5.5%
Asia and Europe are net oil importers. Trinh Nguyen notes that for Thailand, energy/food/transport is >70% of the CPI ba...
Mar 06
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Iran Intensifies GCC Strikes; Trump Wants Say in Succession | Horizons Middle East & Africa 3/6/2026
Asia and Europe are net oil importers. Trinh Nguyen notes that for Thailand, energy/food/transport is >70% of the CPI basket. India received a temporary waiver for Russian oil, but the structural deficit remains. Higher oil prices act as a tax on consumption for net importers. This leads to higher inflation, currency depreciation against the USD, and lower GDP growth. The "terms of trade" shock is severe for these regions. SHORT/AVOID net importer equities. Subsidies or strategic reserve releases successfully mitigating the price shock.
Senior Economist for...