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 More
China’s Fictional Growth
Why 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 More
Emerging Markets = China + EM ex China
Chinese RMB’s International Currency Status
Extract from our “Chinese RMB’s International Currency Status” research paper, published 20th May 2021…Read More
A Higher US ‘NAIRU’?
The Dollar and the Economic Recovery
Extract from our “The Dollar and the Economic Recovery” research paper, published 1st July 2020…Read More
One Size Fits None
Idea Jeneration: Are defaults in China a good thing?
Idea 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…Read More