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

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.

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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.

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