CNBC Pro Talks: China portfolio manager to reveal what he’s buying right now

CNBC Pro Talks: China portfolio manager to reveal what he’s buying right now


CNBC’s Tanvir Gill and Jason Hsu, founder and CIO of Rayliant Global Advisors.

Chinese markets have been in the spotlight over the last month after the government revealed a slew of stimulus announcements, sending markets higher.

As well as measures including interest rate cuts, lower cash reserve requirements for banks, and liquidity support for stock markets, Minister of Finance Lan Fo’an also indicated that the country was looking to increase its debt and deficit.

Mainland China’s CSI 300 blue-chip index has risen around 22.5% in the last month.

As investors ponder how — and where — to invest in China, CNBC’s Tanvir Gill will quiz China portfolio manager Jason Hsu on where he sees opportunities in the current market.

Pro subscribers can submit questions here.

Hsu is founder and CIO of asset management firm Rayliant Global Advisors. He manages a range of ETFs for the firm, including the Rayliant Quantamental China Equity ETF which seeks to “exploit mispricings among Chinese stocks traded in markets around the world.”

Hsu previously told CNBC Pro that he was betting on tech — and artificial intelligence in particular — for the long term.

As of Oct. 14, the Rayliant Quantamental China Equity ETF was up around 22% year-to-date. Its top holdings include Ping An Insurance, Midea Group and BYD.

Hsu set up Ranmore Fund Management in 2016, prior to which he was co-founder and vice chairman of quantitative asset manager Research Affiliates. He is also a professor of finance at the Anderson School of Management at UCLA, and a member of the university’s board of directors.

Join CNBC Pro Talks on Wednesday, Oct. 23 at 6:30 a.m. BST / 1:30 p.m. SGT / 1:30 a.m. ET.

Pro subscribers can submit questions here.

Learn more from our previous Pro Talks:

Related coverage from Pro:



Source

Recent inflation data was ‘bad news,’ Fed’s Goolsbee says
World

Recent inflation data was ‘bad news,’ Fed’s Goolsbee says

Austan Goolsbee, President and CEO, Federal Reserve Bank of Chicago speaks at The Capital Hilton during the 42nd annual National Association for Business Economics Economic Policy Conference on February 24, 2026 in Washington, DC. Luke Johnson | Getty Images Inflation data last week was “bad news” for the U.S. Federal Reserve and means the Fed […]

Read More
Global week ahead: Is ‘Sell in May’ just a myth?
World

Global week ahead: Is ‘Sell in May’ just a myth?

Futures-options traders work on the floor at the New York Stock Exchange’s NYSE American (AMEX) in New York City, U.S., April 17, 2026. Brendan McDermid | Reuters Conventional wisdom can be a stubborn force. As the trading month of May gets into full swing this week, should investors continue to follow the old adage of […]

Read More
Trump says the U.S. will reduce number of troops in Germany ‘a lot further’ than withdrawal of 5,000
World

Trump says the U.S. will reduce number of troops in Germany ‘a lot further’ than withdrawal of 5,000

U.S. President Donald Trump departs the White House in Washington, D.C., U.S., May 1, 2026. Kevin Lamarque | Reuters President Donald Trump said Saturday the U.S. will significantly reduce its troop presence in Germany, escalating a dispute with Chancellor Friedrich Merz as he seeks to scale back America’s commitment to European security. The Pentagon on […]

Read More