Anne Stevenson-Yang

J Capital

Director of Research @ J Capital

Anne Stevenson-Yang
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Latest from Anne Stevenson-Yang

Never mind Chinese real estate, LGFVs are the big problem

Things are getting worse, not better: The gap between local government income and expenditure has grown as the year has progressed in 2022. The only avenue for bailout appears to be the central government. We wonder whether the ta...
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Anne Stevenson-Yang @ J Capital 22 September 2022

Climate Disasters and the Economy Drought-driven power cuts close factories in China’s south

A huge, long-lasting heatwave has devastated China’s Southwest: Factories were closed across the Southwest for a week in August. River transportation has been halved, crop yields and....  
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Anne Stevenson-Yang @ J Capital 7 September 2022

China's Unemployment Problem

How high is unemployment really? China reports a manageable unemployment rate of 5.4%, a number that has hardly budged since the country began reporting on a new, more comprehensive method of collection in 2018. But press reports ...
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Anne Stevenson-Yang @ J Capital 30 August 2022

SEC & Threatened Chinese "Concept Stocks"

“Chinese concept” stocks are looking for an out: With the majority of Chinese companies trading on U.S. exchanges identified by the SEC for potential delisting, many are looking for an exit strategy that probably includes sidling ...
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Anne Stevenson-Yang @ J Capital 9 August 2022

China's Cash Infusion To Property

April saw an acceleration of the bloodbath in China’s property markets. Sales of commercial housing nationwide in Q1 dropped by 23%. Sales fell by 19% YoY in February then by 26% in March, according to the National Bureau of Statisti...
China Primary Insight Anne
Anne Stevenson-Yang @ J Capital 5 May 2022

Implications of China's Zero Covid Strategy

China’s economic data starting from late March has been very bad. The decline in logistics, manufacturing, and consumption will likely reverberate through the economy throughout the year. At least half of China’s GDP has been impaired by lock...
China Primary Insight Anne
Anne Stevenson-Yang @ J Capital 22 April 2022

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