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Market Commentary

Home » Market Commentary » Page 15

Localize Your ESG: How to Avoid Regulatory Black Swans in China

By Jason Hsu, Founder, Chairman, and CIO at Rayliant Global Advisors and Portfolio Manager for Rayliant Quantamental China Equity ETF ($RAYC) ESG investing is one of the most important trends Read More

Layers of Conviction – Soros and Druckenmiller shorting the pound

By Frederik Gieschen (Neckar’s Notes) “I’ve learned many things from [George Soros], but perhaps the most significant is that it’s not whether you’re right or wrong, but how much money you Read More

The Chobani Story – Strained yogurt and a strained balance sheet

By Frederik Gieschen (Neckar’s Notes) Is it possible for an immigrant to build a multi-billion dollar food business without venture capital? Chobani’s founder Hamdi Ulukaya made an all-in bet on Read More

Relative Regulatory Risk: A-Shares vs. H-Shares vs. ADRs

Vivek ViswanathanGlobal Head of Research and Portfolio Management, Senior Managing Director at Rayliant Global Advisors July 30, 2021. China’s recent market decline is the investment topic du jour. Less discussed Read More

We Don’t Need No (For-Profit) Education. ESG, China-style.

Jason HsuFounder, Chairman, and CIO at Rayliant Global Advisors (銳聯財智) and Portfolio Manager for Rayliant Quantamental China Equity ETF ($RAYC) July 26, 2021. The latest policy decree from Beijing has Read More

In China, The Invisible Hand Wears a Red Glove: What We Can Learn From DiDi and Ant

By Jason HsuFounder, Chairman, and CIO at Rayliant Global Advisors (銳聯財智) and Portfolio Manager for Rayliant Quantamental China Equity ETF ($RAYC) Much has happened this week in the Chinese tech Read More

Inflation and Investing: False Alarm or Fair Warning?

Aswath Damodaran (Professor of Finance at Stern School of Business, NYU)May 24, 2021 As we approach the mid point of 2021, financial markets, for the most part, have had a Read More

Inflation vs. Deflation: Tug of War of the Decade

by John Luke Tyner  (Aptus Capital Advisors) May 3, 2021  “Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a Read More

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