1497 Peter Hessler, who writes for The New Yorker magazine and is also Associate Professor of English writing at China’s Sichuan University, published an a… more
Lei Yang has been associated with 13D since 2005. He heads up 13D’s China and Asia macro research as well as individual stock selection. Lei has a deep understanding of the Chinese economy and how the Chinese leadership impacts both the economy and the stock markets. Except China, he is also focusing on Asian Geopolitics, Japan, Infrastructure and Innovation.
Lei was instrumental in 13D’s buy signal on the Chinese equity market in October 2012. He also assisted in 13D’s major call to short the yen and buy Japanese equities in October 2012.Lei also serves as the Editor-In-Chief of the Chinese version of What I Learned This Week Lite, an abbreviated version of the full English version of What I Learned This Week.
Lei earned his Master’s Degree in International Business from Norwegian School of Economics (NHH). Lei is a CFA charterholder.
1497 Given that most of mainland China is entering autumn, there are likely to be more “on-and-off” lockdowns due to an increase in the spread of COVID. Th… more
1497 Yields on ten-year Chinese government bonds are now significantly higher than ten-year yields on sovereign debt issued by most of the world’s largest… more
1497 Over the past ten months, we have identified and summarized the major forces driving China’s indigenous software/IT industry: 1) the sector is growing… more
1497 In WILTWs March 14 and March 28, 2019, we identified three key drivers for air conditioning (AC) use in China: 1) global warming, 2) more accessible a… more
1497 The following table shows that only two countries stand out with equity market returns above 10% year-to-date: Denmark and China. And, even though U.S… more
1497 The following trends have long-term positive implications for Chinese defense companies: 1) ever-rising military expenditure in China, as the country… more
1497 Over the weekend, Beijing ordered Xinfadi market, Asia’s largest-volume wholesale food market, to shut down completely. Since the closure, within only… more
1497 It might come as a great surprise to many Americans, but the Chinese government is very sensitive to the wealth divide. The first efforts anywhere in… more
1497 Meanwhile, as President Trump plays the China card to support his re-election, the much hyped “Phase One” trade deal has apparently fallen apart. We w… more
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Areas of Expertise
- China
- Macro
- Infrastructure
- Demographics
- Japan
- Asian geopolitics