
Rayliant
@rayliant
Emerging markets experts. Alpha-driven strategies blend behavioral finance w/ local insights. Important Information: funds.rayliant.com & bit.ly/3b920lW
ID: 1329099784775340032
https://rayliant.com 18-11-2020 16:31:44
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Thought-provoking insights this morning from Rayliantâs founder, Jason C Hsu, on the macro forces reshaping U.S. equities. It's energizing to be among forward-thinking advisors exploring bold strategies for the road ahead.


As we start the day with Gregory Lai, CFA, in Laguna Beach, weâre reflecting on advisor stories, shared insights, and fresh thinking at the Sowell Symposium. Thank you to our partners at Sowell Management for leading a truly impactful event.




.Jason C Hsu's latest explores why trade deficits arenât what they seem, and why bringing manufacturing back to America may be more nostalgia than policy. Swipe through for Jason's fresh takes on #tariffs, trade, and their true impact on the economy. Donât miss outâsubscribe to



Is China really losing the trade warâor is the U.S. more exposed than it appears? Explore the hidden costs, shifting alliances, and why decoupling may be harder than anyone admits. Who blinks first? Jason C Hsu breaks down the global trade standoff in his latest article:


In the wake of the news of a 90-day U.S.-China tariff truce, what comes next? Rayliantâs Jason C Hsu takes the main stage at the Future Proof Retreat to unpack what this temporary easing meansâand whether it's a turning point or just a pause in an ongoing economic rivalry. If






âThe big AI super-cycle is deploying hardware everywhereâand Asia has always been hardware.â â Jason C Hsu Jason joins Yahoo Finance to explain why EM Asia is poised to ride the next wave. đĽ Watch now: yhoo.it/44SEW6N #EmergingMarkets #AI #Investing #Geopolitics #Asia

Americaâs national debt has hit $36.7 trillionâand keeps growing. Is this modern monetary theory in action or just fiscal complacency? Jason C Hsu opines on the debt dilemma and whether the U.S. can afford to keep kicking the can down the road... bit.ly/4mqpfKe

Is the U.S. trade war fueling growth abroad? Jason C Hsu told Griffin Kelly of the The Daily Upside that he thinks so. As rising trade tensions push capital toward emerging marketsâespecially Asia's manufacturing and engineering powerhousesâinvestors are rethinking their

What if Americaâs debt isnât the real problem? CIO Jason C Hsu dives into what the recent Moody's downgrade really signalsâand why deficits and debt may be symptoms of something deeper. â Swipe through for key takeaways from Jason's latest article: bit.ly/43ydCIA


Labor market resilience continues to challenge the Federal Reserve. Aprilâs jobs data surprised to the upsideâreinforcing strength in consumer demand while complicating the path to rate cuts. Explore our take in this weekâs Perspectives newsletter: bit.ly/3FvcX2P