Latest news with #JasonHsu
CNBC
2 days ago
- Business
- CNBC
China market rally and Hang Seng bull run are supported by fundamentals and sentiment: CIO
Jason Hsu, CIO of Rayliant Global Advisors says that some of the market's uncertainties around the Trump tariffs are starting to wane and that he would continue to buy the dips in the Chinese markets as negative sentiment surrounding the market continues to be "peeled away".
Yahoo
26-05-2025
- Business
- Yahoo
Emerging markets outperformance is 'coming back' amid AI boom
Emerging markets may be on the rise again as the artificial intelligence (AI) "super-cycle" accelerates in Asia. Jason Hsu, chief investment officer and founder at Rayliant, joins Market Domination to discuss the potential impact of trade tensions and the future outlook for these markets. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. We've had this whole big discussion about the US as not as many perhaps investors as interested in the US, international markets have been starting to gain a little bit of steam here. So before we get to sort of some specific ideas within emerging markets, talk to me first of all, big picture, how you think about the emerging markets right now versus investing in US or into other developed markets for that matter. Yeah, so I would say for the last 15 years, right? If you believed in international diversification, bought into the EM growth story, you'd be hating yourself right now, right? Because the US absolutely trumps emerging markets. But there was a 10-year prior to that where EM outperformed the US by 9% per annum for about 10 years running. I think that cycle is coming back. So for those who are under diversified to EM, to US home country bias, I think this is time again to look at EM. I think the big AI super cycle and starter super cycles, deploying hardware everywhere. Asia has always been hardware, and that's led by EM Asia. Let me ask you, Jason, just, I'm curious. What if on this trade fight, this tariff fight, Trump really hasn't retreated at all. What if he's really just called a truce. It's like a temporary reprieve. He just built a little window in where he'll try to punch through this tax bill and as soon as the tax bill gets punched through and he doesn't see G and others giving him the kind of concession he wants, he just brings down that tariff pain all over again. Would that change your outlook on EM? Yeah, so if somehow President Trump is more of a purist when it comes to having no trade deficit, then I think it's quite scary, right? I think this is bad news for Asia. But I don't think he's that, right? He's very practical. I think he's moved on from the trade war, right? He is now in Middle East, telling everyone, everyone in Middle East loves me. They're kissing my butt. They're giving me airplanes and big deals and buying points. You know, I think he's way past. He was in his element, Jason, no doubt. He was awesome. Yeah, so I think he's moved on and he doesn't want to drag out this fight with she because he realizes he probably doesn't get very much from all that work. So I am really not very concerned that we're going to go back to it to a round two. Sign in to access your portfolio
Yahoo
05-02-2025
- Business
- Yahoo
Several Insiders Invested In Immix Biopharma Flagging Positive News
Usually, when one insider buys stock, it might not be a monumental event. But when multiple insiders are buying like they did in the case of Immix Biopharma, Inc. (NASDAQ:IMMX), that sends out a positive message to the company's shareholders. While insider transactions are not the most important thing when it comes to long-term investing, we would consider it foolish to ignore insider transactions altogether. View our latest analysis for Immix Biopharma Over the last year, we can see that the biggest insider purchase was by Independent Director Jason Hsu for US$104k worth of shares, at about US$2.19 per share. That means that an insider was happy to buy shares at above the current price of US$1.97. While their view may have changed since the purchase was made, this does at least suggest they have had confidence in the company's future. In our view, the price an insider pays for shares is very important. Generally speaking, it catches our eye when insiders have purchased shares at above current prices, as it suggests they believed the shares were worth buying, even at a higher price. While Immix Biopharma insiders bought shares during the last year, they didn't sell. You can see the insider transactions (by companies and individuals) over the last year depicted in the chart below. If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date! Immix Biopharma is not the only stock that insiders are buying. For those who like to find small cap companies at attractive valuations, this free list of growing companies with recent insider purchasing, could be just the ticket. It's good to see that Immix Biopharma insiders have made notable investments in the company's shares. Specifically, Independent Director Jason Hsu bought US$104k worth of shares in that time, and we didn't record any sales whatsoever. This is a positive in our book as it implies some confidence. Looking at the total insider shareholdings in a company can help to inform your view of whether they are well aligned with common shareholders. We usually like to see fairly high levels of insider ownership. It appears that Immix Biopharma insiders own 21% of the company, worth about US$11m. We've certainly seen higher levels of insider ownership elsewhere, but these holdings are enough to suggest alignment between insiders and the other shareholders. It is good to see the recent insider purchase. We also take confidence from the longer term picture of insider transactions. But on the other hand, the company made a loss during the last year, which makes us a little cautious. Given that insiders also own a fair bit of Immix Biopharma we think they are probably pretty confident of a bright future. So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing. For example, Immix Biopharma has 6 warning signs (and 3 which are concerning) we think you should know about. If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, that have HIGH return on equity and low debt. For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
