1497 Shortly after our article on Japan’s extraordinary equity values was published last week, WisdomTree’s senior advisor Jesper Koll, who has been a Japa… 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 Since the pandemic shutdowns began, we have argued that the disruptions to business cash-flow generation would prove destructive for over-leveraged bu… more
1497 Last month, a major obstacle to the development of China’s indigenous aerospace industry appeared to be removed when the Trump administration granted… more
1497 This week, Wang Zhenying, President of the Shanghai Gold Exchange (SGE), the world’s largest physical-gold exchange by trading volume, made the follow… more
1497 Out of the collapse caused by this pandemic, new businesses and investment opportunities are emerging. In addition to online education, medical equipm… more
1497 China’s 10-year government bond yield fell 65 basis points (bps) since our buy recommendation eight months ago in WILTW July 11, 2019. With ten-year C… more
1497 The key drivers of the telemedicine market in China include the following: 1) increasing penetration of the internet and smartphones, which constitute… more
1497 In WILTW May 16, 2019, we wrote that that online learning and tutoring would benefit from a number of secular trends, including the following: 1) priv… more
1497 As in all countries, the coronavirus outbreak has revealed the inadequacy of China’s critical-care resources. For example, intensive care unit (ICU) b… more
1497 The relentless spread of the coronavirus implies that countries are going to isolate themselves to a greater degree than before, while also rolling-ou… more
Social Profiles
Areas of Expertise
- China
- Macro
- Infrastructure
- Demographics
- Japan
- Asian geopolitics