In WILTW June 21, 2018, we noted that China's response to the escalating trade war with the U.S. would result in a weaker yuan, which would not be goo… 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.
China is already the world's largest maker and seller of EVs, with about 600,000 units sold last year, more than all other countries combined. The Chi… more
Decades of rapid economic development generated the unwanted side-effect of air and water pollution, causing most citizens and the government to rethi… more
The rationale behind the trade war between China and the U.S. is better understood when one considers the timing of their respective economic cycles.… more
On May 25th, China’s State Council announced sweeping SOE wage reforms via a document entitled “Opinions on the Reform of Wage-setting Mechanisms for… more
A little more than a century ago, many Chinese women had their feet bound so tightly that they could barely walk outside of their homes, making entry… more
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Areas of Expertise
- China
- Macro
- Infrastructure
- Demographics
- Japan
- Asian geopolitics