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  • About Rayliant
    • Company Overview
    • Our Values
    • Our Principles
    • Meet the Team
    • Careers
  • What’s New
  • Insights
    • Publications
    • Asset Class Updates
    • Videos and Webinars
    • Awards
    • Archive
  • Strategies
  • How to Invest
  • Contact Us

Category Archives: Insights

Squashing Ants: Why Chinese Regulators Were Right to Halt the Ant Financial IPO

In the News, InsightsBy DarrenJuly 5, 2021

I’ve been getting questions about the Ant Financial IPO, and it was validating to see Charlie Munger’s recent interview on the topic. The brief article below shares my thoughts on the topic, and on China’s regulatory approach more generally.

The Wild West: Relaxed U.S. Listing Standards Create Opportunities for Chinese Companies

In the News, InsightsBy DarrenJune 24, 2021

Jason Hsu and I have been monitoring the unprecedented rush of Chinese companies to list on U.S. exchanges. Our key takeaway? Many of the highest-quality Chinese firms are and will continue to be listed exclusively in mainland China.

Q1 2021 Asset Class Update

Asset Class UpdatesBy JC ChenApril 21, 2021

Vaccine rollouts and improving sentiment have prompted market rotation to start the year. With stretched stock valuations, turbulent bond markets, and flashes of inflation, how will reopening and recovery play out?

Fewer Loans in China: Impactful, But Perhaps Not In The Way You’d Expect

In the News, InsightsBy DarrenApril 9, 2021

Given some of the alarmist coverage around the slowing loan activity in China, it’s no surprise that investors are curious. The change in policy will likely have an effect on the Chinese equities market, but the impact may be different than many suspect.

China’s Got Talent: Fund Manager Skill and Alpha in Chinese Stocks

InsightsBy DarrenMarch 7, 2021

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.

“Tiger Mom” vs. Montessori: A Simple Analogy for Comparing Chinese and U.S. Financial Regulation

InsightsBy DarrenMarch 4, 2021

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.

Q4 2020 Asset Class Update

Asset Class UpdatesBy JC ChenJanuary 18, 2021

In 2020, a black swan disrupted the global economy, pushed macroeconomic policy to extremes, and spurred a growth rally that saw amateur investors handily beating the pros. How do markets sit as we enter a new year?

Executive Disorder: Mapping the US ban on Chinese stocks

InsightsBy DarrenJanuary 13, 2021

Last November, the Trump administration announced a ban on US investors holding Chinese stocks with suspected military links. Despite some big names falling on the US government’s blacklist, the contribution from banned stocks total less than 3% of the overall weight in the average China investor’s portfolio.

Value, Growth and Bubbles: A Comparison Between China and US Markets

InsightsBy DarrenJanuary 11, 2021

The value-growth cycle is a hot debate of late. As it should be. So is talk of bubbles. Research Affiliates co-founder Rob Arnott continues to sagely prophesize value’s return. Here’s Rayliant’s take on where we are in that cycle with respect to the China equities market. We also contrast it with the journey that the US stock market has been on over the last 10 years.

Chinese SOE Default: Lessons in Responsible Parenting

InsightsBy DarrenDecember 14, 2020

While drama makes for good TV, there may be too much of it around the recent slate of SOE defaults. While attention is warranted, a broader perspective may point to a positive development versus something to trigger alarm.

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