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The Daily Upside: Jason Hsu’s Fundamentals Avoid ‘Sex and Sizzle’ of Value Investing

Jason Hsu highlights that rising global trade tensions—ironically sparked by U.S. policies—are drawing investor sympathy and capital toward emerging markets, especially in Asia, where nations now lead in engineering and manufacturing; at the same time, he sees Japan’s surprising economic revival as a major but overlooked opportunity, favoring it over Europe in developed market strategies.

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Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. Indices cannot be invested in directly and are unmanaged. This material is for informational purposes only and should not be considered investment advice.

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