Hints and tips:
...This is an under-owned asset class and you can access it via local currency ETFs from the likes of iShares (iShares J.P. Morgan EM Local Government Bond UCITS ETF, ticker SEML)....
...“A lot of the fund managers I know won’t go [to China] any more,” said Anne Stevenson-Yang, founder of J Capital Research, a US and Hong Kong-registered independent research group....
...Inspired by Robert Louis Stevenson’s The Strange Case of Dr Jekyll and Mr Hyde, Mendick presents the complex relationship many people have with alcohol, bouncing between denial of pleasure and destructive...
...Two high-stakes legal actions involving J&J and 3M should soon determine whether these strategies are legal....
...Anne Stevenson-Yang, co-founder of US-based activist investor J Capital, sees the woes afflicting LGFVs as a product of the inefficiency of Chinese state-owned actors....
...Stevenson offered the surge in cases in India as a good example of why the bank was still holding on to 70 per cent of the loan-loss provisions made in 2020....
...When Pegeen (Eloïse Stevenson) finally punctures Christy’s story, she squares up to this weedy incomer like a prize fighter....
...“I don't see this as something the government will give up and they certainly don’t want Alibaba and Tencent to grow more powerful than they are now,” said Anne Stevenson-Yang, head of J-Capital Research...
...says J Capital’s Ms Stevenson-Yang. Developers are also adept at avoiding writedowns on assets, often halting sales when prices begin to slip to preserve their valuations, adds Ms Stevenson-Yang....
...at J Capital Research....
...“Creditworthiness, at any rate, is not the chief goal of credit records as far as the government is concerned,” Anne Stevenson-Yang, head of J Capital Research, a Beijing based consultancy, wrote in a research...
...Director, J Capital Research Simon James Cox, Emerging Markets Editor, The Economist. ——————————————– Peak globalisation?...
...Anne Stevenson-Yang, of China-focused research house J Capital, argues that the use of government-backed funds to support Goldin is symptomatic of the wider misallocation of capital weighing upon China’s...
...Anne Stevenson-Yang of J Capital Research says she believes Alibaba’s GMV may be overstated by up to 50 per cent because of the inclusion of faked orders, while others put it more conservatively at 20-30...
...Anne Stevenson Yang, head of Beijing-based J Capital Research, goes even further, charging that Alibaba’s GMV is up to 50 per cent overstated....
...Finance director Ewen Stevenson is looking less relaxed about his 100-mile stretch....
...China’s internet giants are becoming what analyst Anne Stevenson-Yang of J Capital Research calls “tech Keiretsu”, referring to the national champions that dominated the Japanese economy in the 20th century...
...And, to close, J Cap’s Anne Stevenson-Yang earlier in the week: Sales of property have been increasing and yet no one, least of all developers, seems excited....
...Barron’s recently did so, quoting Anne-Stevenson Yang of J Capital Research along the way: Alibaba’s financial reports have broken free of verifiable reality and have reached an escape velocity that doesn...
...“We are teetering at the tipsy-topsy edge of a crisis, so regulators need to be putting out fires here, fires there,” says Anne Stevenson-Yang, founding partner of investment researcher J Capital Research...
...Anne Stevenson-Yang, head of J Capital Research, a Beijing based consultancy, says the system appears to be aimed at a key goal articulated by President Xi Jinping of fostering greater social control and...
...Anne Stevenson-Yang of Beijing-based J Capital Research. Events in Beijing continue to baffle. If anyone’s capable of un-baffling us, it’s Anne....
...As J Capital’s Anne Stevenson-Yang wrote in a note out on Tuesday: The kind of inflation that the government can generate is asset inflation, and regulators are using every tool in their power to abet that...
...Anne Stevenson-Yang, co-founder of J Capital Research, says China’s demand for commodities is partly driven by the need for physical collateral, such as gold, to finance business....
...As Anne Stevenson-Yang of J Capital puts it: As China hits against the natural limit of its ability to issue debt and the ceiling of its trade expansion—two side of the same coin—the nation’s engagement...
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