Posts by Stephen Jen
Some thoughts on the 20th National Party Congress
The 20th CCP Congress had a shocking conclusion, but what does it mean for Chinese assets?
Read MoreChina’s Fictional Growth
Extract from our “China’s Fictional Growth” research paper, published 22nd November 2021…
Read MoreWhy is the CHF so Strong? A Balance Sheet Explanation
Extract from our “Why is the CHF so Strong? A Balance Sheet Explanation” research paper, published 18th February 2021…
Read MoreEmerging Markets = China + EM ex China
We find the term ‘EM’ increasingly problematic, because of the stark divergence…
Read MoreChinese RMB’s International Currency Status
Extract from our “Chinese RMB’s International Currency Status” research paper, published 20th May 2021…
Read MoreA Higher US ‘NAIRU’?
Extract from our “A Higher US ‘NAIRU’?” research paper, published 12th July 2021…
Read MoreThe Dollar and the Economic Recovery
Extract from our “The Dollar and the Economic Recovery” research paper, published 1st July 2020…
Read MoreOne Size Fits None
Extract from our “One Size Fits None” research paper, published 7th May 2021…
Read MoreIdea Jeneration: Are defaults in China a good thing?
Stephen Jen discusses why recent defaults in China should not be a concern for investors…
Read MoreIdea Jeneration: What does supply and demand look like in the China onshore bond market?
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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