“Joining up the dots in China”, Anne Stevenson-Yang, J Capital Research

JP Smith of the IRF is joined by Anne Stevenson-Yang Co-Founder and CEO of J Capital Research to discuss the political and economic outlook in China.

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J Capital combines both top-down macro and bottom-up industry and company specific analysis in the research and consultancy service for institutional investors.

 

In this podcast, Anne discusses the prospects for Covid reopening in the context of Beijing's ongoing shift towards more authoritarian and autarkic policies. She outlines the case for continuing slow growth, pours cold water over the liklihood of a rebalancing towards consumer spending and explains why she doubts there will be a Minsky Moment for the Chinese economy.

 

Anne and JP debate the prospects for commodity markets in the light of the China slowdown and also whether investors should adopt a contrarian more positive approach towards Chinese equities, which have underperformed the majority of their peers in both emerging and developed markets over the past eighteen months.