Insights

Selloffs in Taiwan or Japan linked to China concerns may present buying opportunities, with Phillip Wool suggesting the risks are unlikely to grow into a major issue for investors.

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Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable. This material is for informational purposes only and should not be considered investment advice. An investor should consult with their financial professional before making any investment decisions. The opinions contained herein are subject to change without notice. Indices cannot be invested in directly and are unmanaged.

Jason Hsu says the U.S. leads in innovation while China excels in engineering and manufacturing; he argues investors should pursue AI opportunities while managing uncertainty through diversification.

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Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable. This material is for informational purposes only and should not be considered investment advice. An investor should consult with their financial professional before making any investment decisions. The opinions contained herein are subject to change without notice. Indices cannot be invested in directly and are unmanaged.

Jason Hsu said rate cuts are likely regardless of the next Fed chair, as macro forces matter more than any single policymaker.

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Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. This material is for informational purposes only and should not be considered investment advice. This content is developed from sources believed to be providing accurate information. While reasonable care has been taken to ensure that the information herein is factually correct, Rayliant Investment Research makes no representations or guarantee as to its accuracy or completeness.

Jason Hsu says major Chinese tech firms trade at a fraction of U.S. valuations yet still produce competitive AI products.

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Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable. This material is for informational purposes only and should not be considered investment advice. An investor should consult with their financial professional before making any investment decisions. The opinions contained herein are subject to change without notice. Indices cannot be invested in directly and are unmanaged.

Philip Wool suggests Chinese AI rivals to ChatGPT show China as the U.S.’s key innovation competitor, disrupting Western firms.

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Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. This material is for informational purposes only and should not be considered investment advice. This content is developed from sources believed to be providing accurate information. While reasonable care has been taken to ensure that the information herein is factually correct, Rayliant Investment Research makes no representations or guarantee as to its accuracy or completeness.

Phil Wool warns that the Shiller CAPE ratio’s surge above 40 signals potential for weak long-term U.S. stock returns and recommends international equities, which trade at more reasonable valuations near historical averages.

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Disclosure: This article contains the opinions of Phillip Wool and not those of Rayliant. The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable. This material is for informational purposes only and should not be considered investment advice. An investor should consult with their financial professional before making any investment decisions. The opinions contained herein are subject to change without notice. Indices cannot be invested in directly and are unmanaged.

In the print edition, Jason Hsu believes if you ignore the investor sentiment factor, our models are screaming sell.

Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. This materials is for informational purposes only and should not be considered investment advice. This content is developed from sources believed to be providing accurate information. While reasonable care has been taken to ensure that the information herein is factually correct, Rayliant Investment Research makes no representations or guarantee as to its accuracy or completeness.

Philip Wool argues that Powell’s effort to maintain flexibility amid uncertainty over trade, immigration, and limited data led to short-term market volatility, but despite a hawkish tone, a December rate cut remains likely, the dollar’s strength temporary, and U.S. stock valuations unsustainably high in the long term.

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Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. This materials if for informational purposes only and should not be considered investment advice. This content is developed from sources believed to be providing accurate information. While reasonable care has been taken to ensure that the information herein is factually correct, Rayliant Investment Research makes no representations or guarantee as to its accuracy or completeness.