ASSETS USING RAYLIANT STRATEGIES
as of 31 December 2020*
WON FOR OUR RESEARCH
ACROSS ASIA, NORTH AMERICA, AND EUROPE
*As of December 2020. Assets include non-discretionary assets managed by external asset managers using Rayliant’s strategies and non-discretionary assets benchmarked to Rayliant’s indexes. Discretionary AUM stands at USD 690 million. Offices include offices of subsidiaries and joint ventures.
Should Investors Allocate More to China A Shares?
The staggering growth of China’s economy is old news…so why are Chinese stocks still an afterthought in so many portfolios? Jason Hsu, PhD and Phil Wool, PhD explore investors’ response to China’s growth and examine evidence for and against increasing allocations to the world’s second-largest stock market. Our guest host, Jonathan Masse, CFA, of Perigon Wealth moderated the discussion.
In this research note, Dr. Phil Wool reviews some of the history behind China’s asset management industry. The results shed light on the sources of mutual fund outperformance in China and demonstrate the value of active management in a market dominated by retail investors.
Most people prefer to understand Chinese regulators through the lens of communism vs. capitalism or a one-party system versus a multi-party democracy. However the more useful (and certainly the most simple) analogy is likely the “tiger-mom” vs. Montessori framework for parenting.
Despite the staggering size and growth of China’s economy, Chinese stocks occupy a surprisingly small place in most investors’ portfolios. Dr. Phil Wool takes an evidence-based look at common arguments for and against a greater allocation to the world’s second-largest stock market.
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