Beijing’s consumer tech crackdown last year led some global investors to hypothesize that China is punishing success. But the likely real reason is simpler: Beijing feels uncomfortable with the power a few firms harness through their unbridled access to personal data. Western regulators are grappling with similar concerns.
Beijing’s consumer tech crackdown last year led some global investors to hypothesize that China is punishing success. But the likely real reason is simpler: Beijing feels uncomfortable with the power a few firms harness through their unbridled access to personal data. Western regulators are grappling with similar concerns.
This piece was originally penned to address concerns over how the invasion of Ukraine might exacerbate a potential conflict between China and Taiwan. For those asking my opinion, I predict China will deescalate with Taiwan in the coming years because it simply has too much to lose by invading—and too much to gain through patience.
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.
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.
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. This article explains more.
HK’s Rayliant JV wins China private fund management licence Ignites Asia September 24, 2021 https://www.ignitesasia.com/c/3333854/423404 (Subscription Required) Excerpt: Hong Kong-based Rayliant Global Advisors has registered as a private securities fund manager in China via its majority-owned joint venture in Shanghai.
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.
Beijing’s announcement of a 3rd new stock exchange may have been surprising, but actually makes sense when viewing from a local perspective.
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.