The Generational Buying Opportunity In Chinese Stocks | Jason Hsu - Video

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Jason Hsu of Rayliant joins Forward Guidance to share his view on the particulars of the Chinese equity market. Hsu argues that the “brutal” bear market is close to over and makes the bull case for onshore Chinese stocks. Recorded on March 28, 2024.
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Timestamps:
00:00 Introduction
00:42 The "Brutal" Bear Market In Chinese Equities
13:00 In China, It's Not The Homebuyers Who Are Indebted... It's The Builders (aka Developers)
19:42 Spillovers Of China's Real Estate Correction
23:52 Impact of Real Estate Issues On China's Banking System
26:50 Beijing's Biggest Fixation: How To Avoid Japanese Real Estate Bust Of 1990s
34:10 Regulatory Scrutiny On Tech And Other Industries Has Been Reduced
38:21 VanEck Ad
39:03 5-10 Years From Now, People Will Look At Now AS Bottom In Chinese Equities
40:06 China's Ambition To Move Up The Value Chain
43:15 Just How Cheap Are Chinese Stocks?
44:10 Who Are The Investors In The Chinese Stock Market?
46:20 Immense Pessimism Has Gripped Chinese Stock Investors
47:28 What Causes Chinese Stocks To Go Up Or Down?
49:17 China's Role In Emerging Market Equity Portfolios
52:02 What Moves Emerging Market (EM) Stocks As A Category?
56:05 Latin American, Middle East, and Africa
57:34 The Role of Diversification and "Quantamental" Analysis
01:04:57 State-Owned Enterprises (SOEs) - What Do Investors Really Own?
01:08:40 Biggest Overweights. (Mexico) and Underweights (India)
01:11:12 Mechanics Of "The Beijing Put"

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.