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Eurizon SLJ Capital
  • Being Eurizon
  • Investments
    • Investments Overview
    • Local Emerging Markets Debt
      • Local Emerging Markets Debt Fund
      • Local Emerging Markets Debt Strategy
    • Bond Aggregate RMB
      • Bond Aggregate RMB Fund
      • Bond Aggregate RMB Strategy
    • Enhanced Currency Strategy
    • Global Macro Strategy
  • Research
    • Research
    • Advisory Services
    • The Dollar Smile
  • Insights
    • Insights
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  • Our Team
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Posts by Stephen Jen

Some thoughts on the 20th National Party Congress

By Stephen Jen | October 27, 2022

The 20th CCP Congress had a shocking conclusion, but what does it mean for Chinese assets?

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China’s Fictional Growth

By Stephen Jen | December 8, 2021

Extract from our “China’s Fictional Growth” research paper, published 22nd November 2021…

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Why is the CHF so Strong? A Balance Sheet Explanation

By Stephen Jen | August 10, 2021

Extract from our “Why is the CHF so Strong? A Balance Sheet Explanation” research paper, published 18th February 2021…

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Emerging Markets = China + EM ex China

By Stephen Jen | August 5, 2021

We find the term ‘EM’ increasingly problematic, because of the stark divergence…

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Chinese RMB’s International Currency Status

By Stephen Jen | July 20, 2021

Extract from our “Chinese RMB’s International Currency Status” research paper, published 20th May 2021…

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A Higher US ‘NAIRU’?

By Stephen Jen | July 12, 2021

Extract from our “A Higher US ‘NAIRU’?” research paper, published 12th July 2021…

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The Dollar and the Economic Recovery

By Stephen Jen | July 8, 2021

Extract from our “The Dollar and the Economic Recovery” research paper, published 1st July 2020…

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One Size Fits None

By Stephen Jen | June 28, 2021

Extract from our “One Size Fits None” research paper, published 7th May 2021…

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Idea Jeneration: Are defaults in China a good thing?

By Stephen Jen | June 14, 2021

Stephen Jen discusses why recent defaults in China should not be a concern for investors…

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Idea Jeneration: What does supply and demand look like in the China onshore bond market?

By Stephen Jen | June 7, 2021

Stephen Jen discusses supply and demand in the China bond market, and why it could be time for investors to enter the market…

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