Anne Stevenson-Yang founded J Capital Research, which publishes highly diligenced research reports on over-valued, publicly traded companies, with particular focus on Chinese companies. She also writes and publishes a weekly research piece under the company Heisenberg Media called China Primary Insight on the Chinese economy and political trends plus a biweekly newsletter on stocks called Equity Dispatch. Anne was formerly co-founder of a group of online media businesses in China. She also founded and operated a CRM software company and a publishing company there. Over 25 years living in Beijing, Anne also worked as an industry analyst and U.S. trade advocate. Anne authored the 2013 China Alone: China’s Emergence and Potential Return to Isolation, arguing that China historically repeats a cycle of expansion and retreat. She has a regular column in Forbes magazine and was a guest lecturer in economics at the National Autonomous University of Mexico. She began her working life as a journalist in New York.
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Episode 358
Anne Stevenson-Yang
What Comes After the Chinese Economic Miracle? | Anne Stevenson-Yang
Anne Stevenson-Yang founded J Capital Research, which publishes highly diligenced research reports on over-valued, publicly traded companies, with particular focus on Chinese companies. She also writes and publishes a weekly research piece under the company Heisenberg Media called China Primary Insight on the Chinese economy and political trends plus a biweekly newsletter on stocks called Equity Dispatch. Anne was formerly co-founder of a group of online media businesses in China. She also founded and operated a CRM software company and a publishing company there. Over 25 years living in Beijing, Anne also worked as an industry analyst and U.S. trade advocate. Anne authored the 2013 China Alone: China’s Emergence and Potential Return to Isolation, arguing that China historically repeats a cycle of expansion and retreat. She has a regular column in Forbes magazine and was a guest lecturer in economics at the National Autonomous University of Mexico. She began her working life as a journalist in New York.
In Episode 358 of Hidden Forces, Demetri Kofinas speaks with Anne Stevenson-Yang, the founder of J Capital Research, which publishes highly diligenced research reports on over-valued, publicly traded companies, with a particular focus on China. Anne is also the author of several books on China and the Chinese political economy, including “Hello Kitty” and “Wild Ride: A Short History of the Opening and Closing of the Chinese Economy.”
The first hour of this episode is a conversation about the history of the Chinese “economic miracle,” as seen through the eyes of someone who experienced it firsthand. Anne recounts the early phases of China’s liberalization in the 1980s, the post-Tiananmen political crackdown and subsequent rapid growth of the 1990s, and how the Asian Financial crisis at the end of that decade set the scene for the go-go years of the early 2000s, culminating in the Beijing summer Olympics and the 2008 financial crisis, which was in many ways a crisis enabled by the trade and capital imbalances of China’s export-driven growth model and rapid economic integration into the global economy.
In the second hour, Anne and Demetri explore the China that has emerged under the leadership of Xi Jinping and why Anne believes that this represents a dark turn for the country. They discuss the enduring impact of COVID-19 on China’s economy, on the psychology of its people, and how the communist party’s response to the pandemic showcased the country’s systems of surveillance, including its social credit system, which has its own analog in the form of Western social media and surveillance companies.
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Anne Stevenson-Yang founded J Capital Research, which publishes highly diligenced research reports on over-valued, publicly traded companies, with particular focus on Chinese companies. She also writes and publishes a weekly research piece under the company Heisenberg Media called China Primary Insight on the Chinese economy and political trends plus a biweekly newsletter on stocks called Equity Dispatch. Anne was formerly co-founder of a group of online media businesses in China. She also founded and operated a CRM software company and a publishing company there. Over 25 years living in Beijing, Anne also worked as an industry analyst and U.S. trade advocate. Anne authored the 2013 China Alone: China’s Emergence and Potential Return to Isolation, arguing that China historically repeats a cycle of expansion and retreat. She has a regular column in Forbes magazine and was a guest lecturer in economics at the National Autonomous University of Mexico. She began her working life as a journalist in New York.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
