Insights
A Founder's Journey: Jason Hsu
Let your experience become your expertise. Find out how growing up in Taiwan provided Jason with unique perspective that informs his investment decisions today.
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Learn MoreRayliant's team of experts is regularly sought out by the media to help investors understand what’s happening in global markets and economies.
December 04, 2024
MarketWatch: South Korea Dodges Martial Law but Political Turmoil Threatens Economy
Jason Hsu views the current political situation in South Korea as a buying opportunity to acquire undervalued semiconductor supply chain stocks, which will still benefit from trends like AI and supply chain diversification, regardless of political factors.
December 03, 2024
MarketWatch: What Are the Brics Countries — And Are They Really Trying To Leave the Dollar Like Trump Says?
Jason Hsu believes that while global adoption of Bitcoin is growing, the United States has overlooked the gradual shift away from the dollar due to de-dollarization.
December 02, 2024
Bloomberg: Phenomenal Opportunity Amid Tariffs
Jason Hsu shares how evolving trade policies are shaping markets—and why this could be a phenomenal moment for savvy investors.
November 13, 2024
A Founder’s Journey: Jason Hsu
Published November 13, 2024
Let your experience become your expertise. Find out how growing up in Taiwan provided Jason with unique perspective that informs his investment decisions today.
November 08, 2024
Barron’s.com: China Unveils $1.4 Trillion Package to Boost Economy. Investors Wanted More.
Jason Hsu argues that Beijing’s slow, bureaucratic response to local government debt leaves foreign investors skeptical, especially compared to the much larger fiscal stimulus used after the 2008-2009 financial crisis.
November 08, 2024
CNBC: China’s Stimulus Plans Are Choking the Profitability of Its Megabanks, Analysts Say
Jason Hsu said Chinese authorities need to do more to spur the initial credit impulse, which is still missing.
October 21, 2024
CNBC Pro Talks: China Portfolio Manager to Reveal What He’s Buying Right Now
Jason Hsu discusses various topics on China with CNBC anchor Tanvir Gill.
Watch the Video (subscription required)
October 08, 2024
Reuters: US-Based China ETFs Get Bumper Influx, Some Investors Optimistic Tide Is Turning
Jason Hsu says for Chinese-focused ETFs to attract new assets, Beijing must unveil a solid reform package.
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