Phenomenal Opportunity Amid Tariffs: Rayliant's Hsu

The video discusses the potential of EMX China investments amidst concerns about tariffs under President Trump. It highlights historical performance, investment strategies, and macro themes. The shift in manufacturing from China to other regions like Taiwan, Korea, and India is explored, along with the economic opportunities this presents. Taiwan's economic appeal is analyzed, focusing on companies like TSMC and Han High. The video concludes with a discussion on China's market dynamics, diversification strategies, and the impact of government interventions.

During which period did emerging markets outperform the US by about 9% per annum?

• 1990-1999

• 2010-2019

• 2020-2029

• 2000-2009

What is a major catalyst for the shift in manufacturing from China to other countries?

• Technological advancements in China

• Increased tariffs on US goods

• US French shoring policies

• Lower labor costs in China

Which country is seeing increased investment due to its low-cost operating environment?

• Vietnam

• Mexico

• Japan

• India

Why is it suggested to have a separate China bucket in investment strategy?

• To focus solely on Chinese technology

• To avoid political risks

• To increase exposure to China

• For better diversification

What is a reason for being contrarian and investing heavily in China?

• Lack of competition

• High current valuations

• Political stability

• Strong national team support