📊 Equities & Holdings

What's driving each holding — today & the next month · 8 July 2026
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🪙 Bitcoin & Crypto Complex CRYPTO

All four move with the same underlying force: the bitcoin price, US spot-ETF flows, and macro risk sentiment.

Bitcoin

BTC
Spot ~ $61,678 (7 Jul) · falling from ~$62,848
Today's driver

Risk-off after fresh US strikes in Iran sent oil up ~2% and the dollar firmer (DXY >101); spot-BTC ETFs have seen $4.5B YTD outflows. BTC drifting lower on Mideast tension and a firmer dollar.

Next month

Watch Fed hike odds (~50% priced for Sept), ETF flow direction, and any Iran escalation. A return of net inflows (IBIT just logged a $209M inflow after weeks of outflows) would be the key bullish catalyst.

ETF flowsFed policyMideastUSD

Coinbase

NASDAQ:COIN
~ $163.51 (7 Jul) · −3.17% on the day
Today's driver

Falls in step with BTC and crypto sentiment; down 3% as bitcoin softened. Stock is a high-beta play on trading volumes and the regulatory backdrop.

Next month

Analyst consensus Buy, avg 2026 target ~$294 (Forbes/Public.com). Catalysts: US crypto-market-structure legislation, ETF launches, and Q2 volumes. EPS expected to grow in 2026 after a 2025 dip.

BTC correlationRegulationVolumes

iShares Bitcoin Trust

NASDAQ:IBIT
BlackRock spot-BTC ETF · tracks BTC price
Today's driver

Mirrors bitcoin. Notable: IBIT recorded its first $209M inflow after weeks of withdrawals, a tentative sentiment turn. YTD spot-BTC ETFs still net +$53–54B since launch.

Next month

ETF.com notes ETF inflows topped $1T at the 2026 halfway mark — structural demand support. Path tracks BTC; watch flow data weekly as the cleanest demand gauge.

BTC priceETF flowsBlackRock

Fidelity Wise Origin BTC

BATS:FBTC
~ $54.73 (7 Jul) · range $54.47–$55.87
Today's driver

Fidelity's spot-BTC fund; moves 1:1 with bitcoin. Trading around $54.7 as BTC softened on Mideast/USD strength.

Next month

Same macro drivers as BTC/IBIT. A low-cost, high-liquidity wrapper — performance is essentially bitcoin minus fees; no idiosyncratic catalyst.

BTC priceFidelity

🐉 China Tech CN ADR/HK

Linked by China growth, AI optimism, US–China relations and Hong Kong flows.

Baidu

NASDAQ:BIDU
~ $112.09 (7 Jul) · −2.01%
Today's driver

Q1 2026 AI revenue +49% YoY, now 52% of core business; stock rallied 4% on the AI pivot. Pullback today tracks broad China/ADR softness.

Next month

Benchmark reiterated Buy, $215 target; Jul-2026 forecast avg ~$91.58. Watch Ernie AI adoption, ad-recovery, and any US–China tariff headlines. Free cash flow forecast to reach ~CN¥22.17b by 2029.

AI pivotChina ADREarnings

Alibaba (HK)

HKG:9988
~ HK$107.70 (7 Jul) · up from HK$95.80
Today's driver

Strong HK session — jumped from HK$95.80 to ~HK$107.70. Alibaba & Tencent backed Kuaishou's Kling AI in a $2.8B raise (3 Jul), lifting China-internet sentiment.

Next month

AI/cloud momentum, China stimulus hopes, and the Kling AI ecosystem. Key risk: renewed US–China friction or weak Chinese consumer data. 52-wk range HK$95.80–HK$186.20.

AI/KlingChina stimulusHK flows

iShares Hang Seng TECH

HKG:9067
USD line of the HS Tech ETF (HKD line: 3067)
Today's driver

Tracks the Hang Seng TECH Index (Tencent, Alibaba, Meituan, Xiaomi, Kuaishou & co). Rides the same China-internet/AI rebound lifting 9988 and peers.

Next month

Diversified China-tech beta — captures the whole AI/cloud/consumer-internet theme in one line. Driven by China policy, US-listing risk, and the USDCNH rate (USD line adds FX layer).

Hang Seng TechAI rallyFX (USD/HKD)

🏛️ Macro & Hedge-Fund Vehicles ALTERNATIVES

Absolute-return and activist funds — driven by rates, volatility and portfolio-specific news rather than a single index.

BH Macro

LSE:BHMG
~ 425p · mkt cap ~£1.35B
Today's driver

A feeder into the Brevan Howard Master Fund (global-macro absolute return). Moves with macro volatility — Mideast tension, firmer dollar and shifting rate expectations are the live inputs.

Next month

Performance hinges on Brevan Howard's calls on rates, FX and volatility. A risk-off / higher-vol regime (Iran, Fed) typically helps macro funds — the key thing to watch is the monthly NAV update.

Global macroRates/volBrevan Howard

Pershing Square Holdings

LSE:PSH
NAV ~ $74.23 · YTD −12.6%, QTD +4.4%
Today's driver

Bill Ackman's closed-end fund. Recent drag from the weak US IPO of parent Pershing Square USA (PSUS) and a discount-to-NAV debate; Ackman publicly blamed retail selling.

Next month

Watch the discount to NAV and portfolio names (concentrated, quality/activist). The US IPO brings lower fees longer term. Q2 communication changes start this quarter — a potential sentiment catalyst.

Discount to NAVPSUS IPOActivism

🌏 Single-Country & Sector EM / AUTO

iShares MSCI Malaysia

NYSE:EWM
NAV TR ~ +1.53% (6 Jul) · yield ~3.5%
Today's driver

Single-country EM ETF. Modest positive NAV return; supported by a ~3.5% yield and stabilising ringgit. Sensitive to commodity/electronics exports and China's growth.

Next month

Driven by Malaysia/EM sentiment, the ringgit, and global chip demand (Malaysia is a key semiconductor hub). A softer USD and China recovery would be tailwinds.

EM/ASEANRinggitSemiconductors

Mercedes-Benz Group

ETR:MBG
~ €54.60 · analyst target ~€58.80
Today's driver

Posted soft earnings that the market largely shrugged off. Shares around €54.60; analyst consensus target ~€58.80 (+31% upside) on expected 24% earnings growth over coming years.

Next month

Key themes: EV transition pace, Chinese competition, EU/US tariffs, and luxury-demand softness. A confirmed earnings recovery or China stimulus would be the bull case.

EV transitionChina competitionTariffs