Rayliant Global Advisors

Billion USD
ASSETS USING RAYLIANT STRATEGIES

as of 30 September 2021*

Awards
WON FOR OUR RESEARCH

Global Offices
ACROSS ASIA, NORTH AMERICA, AND EUROPE

*As of 30 September 2021. 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 808 million. Offices include offices of subsidiaries and joint ventures.

Strategy Spotlight

Investors are no longer limited to passive or thematic China ETFs.
Introducing the world’s first active ETF in the market where active matters.
China ETF 2.0 is here.

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Featured Event

Recorded Live October 13, 2021

There are few hotter topics in finance right now than investing in China. Depending on who you ask, a China allocation is either the opportunity of the decade, or an irresponsible gamble—with intelligent professionals on both sides of the argument. Some talk about the risk of allocating to China while others say the real risk comes from staying away.

Get the “inside scoop” from one of the world’s foremost experts on China markets – Dr. Jason Hsu. Jason spoke with veteran market strategist & CEO of Columbus Macro, Craig Columbus for a discussion drawing upon Jason’s last three months spent on the ground in China where he’s met with regulators, academics, party members, investors, and investment industry leaders.

WATCH THE REPLAY

Latest Insights

In Case You Weren’t Keeping Score—Onshore China Stocks Won in 2021

22 DECEMBER 2021

There is one piece of asset allocation advice we’ve been giving over and over again since Rayliant launched: The onshore China A shares are a better place to be than the ADRs and Hong Kong listings trading offshore.

The A-H Premium: Same Stock, Different Story

28 OCTOBER 2021

There are 136 firms that dual-list in the mainland China A-share market and the Hong Kong H-share market. Of these, 135 are more expensive in mainland China. This article explains why this price discrepancy exists and how investors can take advantage of it.

The Myth of the Chinese Real Estate Bubble

20 OCTOBER 2021

Contrary to many pundits’ predictions, Jason Hsu is confident that Beijing’s deleveraging efforts will avoid a housing crash in China. The much bigger issue, from both a social welfare and economic perspective, is housing affordability—a crisis he’s seen firsthand during his recent stay in China.

What Can Evergrande’s Unraveling Teach Us About China’s Credit Market, Real Estate Prices and Policy Making?

23 SEPTEMBER 2021

Headlines in the West have been implying Evergrande’s predicted collapse could cripple Chinese banks and create a run on financial institutions. Rayliant Chairman and CIO Jason Hsu explains why differences in China’s real estate development financing make this very unlikely.

Is Three a Crowd? Making Sense of Xi Jinping’s Pledge to Bring Stock Trading to Beijing

8 SEPTEMBER 2021

Beijing’s announcement of a 3rd new stock exchange may have been surprising, but actually makes sense when viewing from a local perspective.

Common Prosperity: China’s Shared Vision with the West

30 AUGUST 2021

Philanthropy, taxes, and government assistance programs are new concepts that are top of mind for the Chinese government, signaling a willingness to adopt a more Western approach towards achieving common prosperity.

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Our Principles

We are a different kind of investment management firm.

We seek to have a broad impact on the industry not just through our research, but by how we operate and interact with clients.

– Jason Hsu, Founder and Chief Investment Officer

Focus on Investor Outcomes

Excellence Without Arrogance

Institutional Quality Solutions

Responsible Investing

Strategies that align global concerns with investor objectives.

As an early adopter in applying ESG, Rayliant believes direct investment with strong principles creates an opportunity for institutions to effect great change. Our team has devoted significant energy and resources to developing approaches that incorporate responsible investing considerations into our strategies.