Insights

Phillip Wool said easing U.S.-China trade tensions could boost Chinese tech stocks as China gains ground in the AI supply chain.

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Disclosure: Phillip Wool is the [CEO and] Chief Research Officer of Rayliant Investment Research, an SEC-registered investment adviser. Rayliant serves as investment adviser to the Rayliant-ChinaAMC Transformative China Tech ETF (CNQQ). Alibaba Group (9988/BABA) is a current holding of CNQQ; holdings are subject to change. The opinions expressed by Mr. Wool are his own, reflect his views as of the interview date, and are subject to change without notice. They do not constitute investment advice or a recommendation to buy or sell any security. Forward-looking statements are not guarantees of future results. Before investing in CNQQ, carefully read the prospectus for information on investment objectives, risks, charges, and expenses. Available at funds.rayliant.com. Investing involves risk, including possible loss of principal.

Phillip Wool discusses Alibaba’s AI and cloud investments and how China’s AI boom may reshape tech and investor opportunities.

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Disclosure: Phillip Wool is the CEO and Chief Research Officer of Rayliant Investment Research, an SEC-registered investment adviser. Rayliant manages the Rayliant-ChinaAMC Transformative China Tech ETF (CNQQ), for which Alibaba (BABA) is currently a significant holding. This content reflects Mr. Wool’s opinions as of the interview date, is subject to change, and does not constitute investment advice. Before investing in CNQQ, please read the prospectus carefully for information on objectives, risks, charges, and expenses. Available at funds.rayliant.com. Investing involves risk, including possible loss of principal.

Phillip Wool said steady U.S.-China relations and a continued trade détente may be enough for both sides to view talks as a success.

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Disclosure: The opinions expressed by Phillip Wool are his own and do not necessarily represent the views of Rayliant Investment Research or its affiliates. This material is for informational purposes only and should not be considered investment advice. Opinions are subject to change without notice. An investor should consult with their financial professional before making any investment decisions. Rayliant Investment Research is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.

Jason Hsu joined guest host Mitchell Swan on The Marc McMain Show (WMOQ 92.3 FM) for a fast-moving conversation on markets, AI, inflation, and the future of investing.

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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 podcast contains opinions which are subject to change without notice. The reader should not construe these opinions as a recommendation to invest in any security or as investment or financial advice. The views expressed herein are those of Jason Hsu and do not necessary reflect the views of Rayliant Investment Research.

Jason Hsu discusses why equity markets—like the S&P 500 and Nasdaq—can appear disconnected from everyday economic realities.

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Disclosure: This podcast contains opinions which are subject to change without notice. The reader should not construe these opinions as a recommendation to invest in any security or as investment or financial advice. The views expressed herein are those of Jason Hsu and do not necessary reflect the views 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.

Jason Hsu says Chinese consumers embrace blind boxes for emotional, experiential retail—driving engagement-led brands like Pop Mart.

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Disclosure: For informational purposes only. This content does not constitute investment advice or a recommendation to buy or sell any security. Views expressed are those of the speaker as of the date indicated and are subject to change.

Jason Hsu says Korea is a bit of an outlier compared with other markets, noting the KOSPI is heavily concentrated in a few tech stocks, amplifying market moves.

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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. This podcast contains opinions that do not necessarily reflect those of Rayliant Investment Research. The opinions reflected herein are subject to change without notice. Investing involves risk, including loss of principal. Investing in emerging markets involves higher risks than investing in developed markets, including increased volatility and the potential for significant price fluctuations, which may also impact liquidity. Lower levels of regulatory oversight and less transparent financial systems may increase investment risk. AI-related investments may be highly volatile as valuations can fluctuate significantly based on technology developments, completive pressures and market sentiments. Rapid technological change could render certain AI products or companies obsolete, which could negatively impact investment values. Dependence on data availability, infrastructure and cybersecurity may expose AI companies to operational risks, including data breaches or system failures.

Jason Hsu joined CNBC to discuss how escalating tensions in the Middle East could ripple through global markets.

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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. This podcast contains opinions that do not necessarily reflect those of Rayliant Investment Research. The opinions reflected herein are subject to change without notice. Investing involves risk, including loss of principal. Investing in emerging markets involves higher risks than investing in developed markets, including increased volatility and the potential for significant price fluctuations, which may also impact liquidity. Lower levels of regulatory oversight and less transparent financial systems may increase investment risk. AI-related investments may be highly volatile as valuations can fluctuate significantly based on technology developments, completive pressures and market sentiments. Rapid technological change could render certain AI products or companies obsolete, which could negatively impact investment values. Dependence on data availability, infrastructure and cybersecurity may expose AI companies to operational risks, including data breaches or system failures.