Insights

Jason Hsu says US hegemony is fading, a bipolar world led by the US and China is emerging, and investors must rethink diversification amid BRICs unity.

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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.

Phillip Wool discusses the recent China stock market, and the divergence he sees between markets and the macro economy.

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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.

Jason Hsu suggests that the AI revolution will spark massive global hardware demand, creating a strong case for investing in emerging Asian markets as a core portfolio diversifier.

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Disclosure: 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. Past performance is not indicative of future results. Indices cannot be invested in directly and are unmanaged. The opinions contained herein are subject to change without notice. The views expressed herein are those of the author and do not necessarily reflect the views of Rayliant Investment Research.

Phillip Wool remarked that the U.S.–Japan trade deal reflects Washington’s priority for headline wins that ease fears of a full-blown trade war, offering both sides a chance to claim victory while stabilizing global markets.

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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.

Phillip Wool viewed the 15% tariff deal as unexpectedly favorable and timely, potentially strengthening Prime Minister Ishiba’s position post-election, easing trade tensions, and benefiting both U.S. automakers and Japan’s export-driven economy.

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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.

Phillip Wool expects trade threats to weaken Asian markets and currencies, especially in tariff-hit sectors like Japanese automakers, citing political and negotiation delays.

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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.

Phillip Wool said that while Trump’s new deadline lifted markets temporarily, unresolved trade tensions leave U.S., Japanese, and Korean stocks vulnerable to renewed uncertainty.

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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.

Phillip Wool views Trump’s tariff threats as strategic leverage and political theater aimed at securing a face-saving trade deal, cautioning against overreacting to rhetoric and seeing market dips as long-term buying opportunities.

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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.