FINANCE

China's Market Boom: Where’s the Smart Money Going?

ChinaTue Oct 22 2024
China's markets have been on a roller coaster lately, with the government rolling out major stimulus plans. From cutting interest rates to boosting bank cash reserves and supporting stock markets, the Chinese government is going all out. The CSI 300 index, which tracks top stocks, has even jumped by a whopping 22. 5% in just a month. So, where should investors put their money? That’s what CNBC's Tanvir Gill will be asking Jason Hsu, a top portfolio manager from Rayliant Global Advisors. Jason is no stranger to the market. He’s managed a bunch of exchange-traded funds (ETFs), including one that focuses on finding undervalued Chinese stocks around the world. Back in October, his Rayliant Quantamental China Equity ETF was up by about 22% for the year. Some of the big names in his portfolio include Ping An Insurance, Midea Group, and BYD. Jason has been around the block. He set up Ranmore Fund Management in 2016 and was previously a co-founder at Research Affiliates. He’s also a finance professor at UCLA. His advice? Tech and artificial intelligence (AI) are where it’s at for the long haul. If you’re a CNBC Pro subscriber, you can join in the conversation on October 23 at 6:30 a. m. BST / 1:30 p. m. SGT / 1:30 a. m. ET. Submit your questions here.

questions

    Are there any hidden agendas behind the recent stimulus announcements that investors should be wary of?
    If China's stimulus measures were a recipe, what ingredient do you think is missing?
    What specific risks should investors be aware of when investing in Chinese tech and AI stocks?

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