Posts by Stephen Jen
The 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…
Read MoreIdea Jeneration: Why should China onshore bonds be considered a safe-haven asset?
Stephen Jen discusses the characteristics of China bonds, and why they should be seen as safe havens…
Read MoreIdea Jeneration: categorising China – the winner of 2020?
Stephen Jen discusses how China ‘won’ 2020 and is on the upper leg of the post-pandemic ‘k’-shaped recovery…
Read MoreIdea Jeneration: Is the term ‘Emerging Markets’ outdated?
In this episode, we ask Stephen if the term ’emerging markets’ is now outdated…
Read MoreIs the term “emerging markets” still fit for purpose?
Are labels such as EM & BRIC helpful to investors as they think about markets segments and search for investment opportunities?
Read MoreE-CNY
The Chinese RMB is going digital. Beijing has begun to experiment, in a limited trial in four cities, with the use of e-CNY.
Read MoreUS Dollar – Tactically cautious, structurally bullish
We can see the dollar continue to trade weak in the near term, but on a slightly longer-term horizon, we find this narrative unconvincing….
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