CNBC’s Tanvir Gill and Jason Hsu, founder and chief information officer of Rayliant Global Advisors.
China’s markets were in the spotlight last month after the government unveiled a series of stimulus packages, pushing markets higher.
In addition to measures such as cutting interest rates, lowering bank cash reserve requirements and providing liquidity support for the stock market, Finance Minister Lanfouyan said the country is looking to increase debt and deficits.
Mainland China’s CSI 300 blue-chip index rose about 22.5% last month.
As investors think about how and where to invest in China, CNBC’s Tanvir Gill asks China portfolio managers Jason Hsu talks about the opportunities he sees in the current market.
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Hsu is the founder and chief information officer of asset management firm Reliance Global Advisors. He manages a series of ETFs for the firm, including the Reliance Quantitative China Equity ETF, which seeks to “exploit mispricing in Chinese stocks traded in global markets.”
Xu previously told CNBC Pro that he is a long-term bet on technology, especially artificial intelligence.
As of October 14, the Reliant Quantitative China Stock ETF was up about 22% year-to-date. Its main holdings include Ping An Insurance, Midea Group and BYD.
Hsu founded Ranmore Fund Management in 2016. Prior to that, he was co-founder and vice chairman of quantitative asset management company Research Affiliates. He is also a professor of finance at the UCLA Anderson School of Management and a member of the university’s Board of Trustees.
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