1497 In WILTWs August 19 and September 19, 2019, we summarized the major forces driving China’s indigenous software/IT industry. These can be summarized, 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 Last weekend, the People’s Bank of China (PBOC) announced an injection of 1.2 trillion yuan ($172 billion) to support markets, following the extended… more
1497 As we have suggested, the trade war pushed China to accelerate its move up the value chain as well as diversify away from its traditional dependence o… more
1497 If liquidity drives markets, which we believe, then the end of deleveraging and the full endorsement of monetary stimulus by the PBOC is very bullish… more
1497 Chinese equity markets were among the world’s best performers last year. The Shenzhen Component Index (SICOMP, 10,707) gained 44% during the year, the… more
1497 Japan’s trade with China has recovered to pre-2012 levels in recent years, following the Senkaku/Diaoyu Islands dispute, as shown in the following cha… more
1497 Although it might be too early to call the beginning of a new industrial cycle in China, there is mounting evidence indicating that the destocking cyc… more
1497 In addition to doubling-down on its efforts to boost self-sufficiency in technology, Beijing is duplicating the strategy in oil and gas, where its imp… more
1497 Although the broad Shanghai Composite Index (SHCOMP Index, CNY 2,911) has been in a bear market since 2015 and has stumbled around the critical 3,000… more
1497 From its all-time peak of $2.03 trillion in 2015, global FDI has fallen for three consecutive years, to $1.5 trillion in 2017 and $1.3 trillion in 201… more
Social Profiles
Areas of Expertise
- China
- Macro
- Infrastructure
- Demographics
- Japan
- Asian geopolitics