Investing in China with Anne Stevenson-Yang

Good morning listeners, Today I have a very special guest. Anne Stevenson-Yang is the Co-founder and Research Director of J Capital Research. She cofounded J Capital back in 2007. Some of the areas she covers are solar, internet, medical devices, property, and China’s maco-economy. Before J Capital Research she cofounded Blue Bamboo Adventures, an online media business. She has worked in China for over 25 years and worked as an industry and trade advocate. In this episode we discuss her company J capital Research and investing in China. 1:16 – Can you tell me about your background and how you got started in the finance and investment industry? 2:45 – How did you guys get started in J Capital Research and what area did you specialize in? 6:45 – You guys do trips to China, Mongolia, and Australia… 8:55 – Do you have any stories on Mongolia? 11:16 – How did your firm develop their area of expertise? 12:00 – Any other countries or markets you wanted to expand into? 13:00 – What are examples of big Chinese brands in the consumer space? 15:20 – How would you characterize or describe your way of financial analysis and investigating companies? 16:35 – When you evaluate your shorts and longs for the company, how do you define and manage the risk for that company? 19:20 – In terms of the idea being actionable, do you try to do it within a year? 22:36 – Can you tell me about your idea generation process? 25:29 – What are your views on investing in China and Asia in general? 31:44 – Can you tell me about the retail investor market in China? 33:00 – What opportunities do you see for managers investing in China and challenges they face? 39:27 – What are your views on the trade war? 41:30 – Your views on bitcoin and cryptocurrency in China and how they are dealing with that? 44:37 – What are your favorite books? 52:05 – If people want to visit China, when is the best time? 53:03 – Who are your mentors? Enjoy and thanks for the listen!