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
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 Let’s begin by taking a look at the diverging performance of industrial activities on the two sides of the Pacific Ocean. China’s Caixin Manufacturing… more
1497 In a series of articles, we have made the case that the capital wars of the future are more important than the trade and intellectual property wars. N… more
1497 The rare earth elements (REEs), a group of 17 elements that exhibit a range of unique electronic, optical and magnetic properties, are used extensivel… more
1497 One of the key lessons after 40 years of China’s economic reforms is that good infrastructure is a prerequisite for economic development. This sentime… more
1497 As a rule of thumb, when deteriorating economic conditions become widely known among the public, people tend to save money and cut discretionary spend… more
1497 China’s IT industry has outperformed the broader Chinese stock market for most of the past decade. The following MSCI chart shows that since 2010, the… more
1497 As we have written previously, the Chinese have closely studied the mistakes Japan made during and after the stock and property bubble of the late-198… more
1497 China’s overall trade surplus (in USD) grew 38.7% year-over-year during the first seven months of 2019, with many countries and regions showing strong… more
1497 China’s software and IT sector generated total revenue of 6.31 trillion yuan (around $940 billion) in 2018, an increase of 14.2% year-over-year, accor… more
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Areas of Expertise
- China
- Macro
- Infrastructure
- Demographics
- Japan
- Asian geopolitics