Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang
About this episode
The episode explores factor investing and thematic tilts in the context of Chinese markets with insights from industry experts.
Michael A. Gayed, CFA (The Lead-Lag Report) sits down with Jason Hsu, founder of Rayliant Global Advisors, and China-market specialists Fujia Liu and Tony Yang of China Asset Management (ChinaAMC) to unpack factor investing, thematic tilts, and how global allocators are thinking about dispersion, AI, and energy trends inside Chinese markets. WHAT YOU'LL LEARN - The real difference between smart beta, factor investing, and thematic investing - Why cap-weighted concentration pushes allocator...
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