Global equity strategist, HSBC
5 dated public stances tracked since 2026-05-19, most recently 2026-05-19. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Alastair Pinder's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Alastair Pinder is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-05-19 | long Em Equities / short European Equities | pair | -1.4% | — | — |
| 2026-05-19 | India Equities | bearish | -4.9% | — | — |
| 2026-05-19 | ENERGY | bullish | +2.8% | — | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| ASEAN | 1 | | 1 bearish | 2026-05-19 |
| DRAM | 1 | | 1 bullish | 2026-05-19 |
| ENERGY | 1 | | 1 bullish | 2026-05-19 |
| India Equities | 1 | | 1 bearish | 2026-05-19 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-05-19
long Em Equities / short European Equities
pair
CNBC Fast Money Final Trade · video
Select EM (commodity exporters with strong fiscal and current account positions) should outperform Europe because Europe is a net oil/gas importer with budget and current account deficits worse than most EM, driving capital rotation from Europe into EM
“the fiscal and the current account situation for EM is much stronger than other developed markets”
90d -1.4%
Asia tech space is best way to play AI right now, says HSBC's Alastair Pinder
2026-05-19
DRAM
bullish
CNBC Fast Money Final Trade · video
DRAM prices are up ~10x as 20% of the $900B global AI capex flows directly into memory, making Asia's memory and semiconductor producers the most direct commodity-style beneficiary of AI infrastructure buildout
“the Asia tech space is the best way to play the AI theme at this point”
Asia tech space is best way to play AI right now, says HSBC's Alastair Pinder
2026-05-19
ASEAN
bearish
CNBC Fast Money Final Trade · video
ASEAN countries are large net importers of oil and food (40–50% of consumption), so the commodity-driven inflation shock directly squeezes their consumers and economies
“ASEAN is a clear one where they are the big importers of the oil”
Asia tech space is best way to play AI right now, says HSBC's Alastair Pinder
2026-05-19
India Equities
bearish
CNBC Fast Money Final Trade · video
India faces a double headwind: the commodity-driven inflation shock squeezes its import-heavy economy, while fears that AI disrupts rather than benefits India's economy weigh on sentiment
“India is another area that gets squeezed by this inflation shock”
90d -4.9%
Asia tech space is best way to play AI right now, says HSBC's Alastair Pinder
2026-05-19
ENERGY
bullish
CNBC Fast Money Final Trade · video
Higher commodity prices (oil, aluminum, copper) are a direct tailwind for Brazil's energy and materials companies, while the inflation impulse reduces rate-cut odds but leaves commodity producers well-positioned
“in the commodity space, in the energy and materials space in Brazil, that to me feels like a very attractive place to be”
90d +2.8%
Asia tech space is best way to play AI right now, says HSBC's Alastair Pinder
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