Yan Wang 4.0 4 ideas
Chief EM & China Strategist, Alpine Macro
After 1 day
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4/15 min ideas
After 1 week
N/A
4/15 min ideas
After 1 month
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4/15 min ideas
By sector
ETF
2 ideas
-11.0%
Stock
2 ideas
-16.8%
Top tickers (by frequency)
KWEB
1 ideas
0% W
-13.0%
BABA
1 ideas
0% W
-18.1%
BIDU
1 ideas
0% W
-15.5%
MCHI
1 ideas
0% W
-8.9%
Best and worst calls
Best calls
MCHI LONG
-8.9%
Chinese housing starts/sales are down 60-80% from peak. The Golden Dragon Index has fallen for 6 straight sessions. "In ...
Feb 20
KWEB LONG
-13.0%
Chinese housing starts/sales are down 60-80% from peak. The Golden Dragon Index has fallen for 6 straight sessions. "In ...
Feb 20
BIDU LONG
-15.5%
Chinese housing starts/sales are down 60-80% from peak. The Golden Dragon Index has fallen for 6 straight sessions. "In ...
Feb 20
Worst calls
BABA LONG
-18.1%
Chinese housing starts/sales are down 60-80% from peak. The Golden Dragon Index has fallen for 6 straight sessions. "In ...
Feb 20
BIDU LONG
-15.5%
Chinese housing starts/sales are down 60-80% from peak. The Golden Dragon Index has fallen for 6 straight sessions. "In ...
Feb 20
KWEB LONG
-13.0%
Chinese housing starts/sales are down 60-80% from peak. The Golden Dragon Index has fallen for 6 straight sessions. "In ...
Feb 20
Chinese housing starts/sales are down 60-80% from peak. The Golden Dragon Index has fallen for 6 straight sessions. "In economics, nothing falls forever." The strategist argues the housing drag is mathematically nearing a floor (base effect). With the National People's Congress meeting in March, the government is expected to pivot to demand-side stimulus. Low valuations + low expectations + policy catalyst = high upside potential. LONG China Tech/Broad Equities ahead of the March policy meetings. Policy disappointment in March or increased US-China trade tensions under the Trump administration.
Chief EM & China...