Anne Stevenson Yang and Tim Murray, the co-founders of equity research house J Capital, have long harboured serious doubts about Germany's embattled fintech company Wirecard, but they reached the point where they decided it was best to suspend their research efforts. June 23, 2020 Australian Financial Review
On May 27, WiseTech announced that it had renegotiated earn-outs at 17 acquired companies, reducing contingent liabilities--but not reducing goodwill. J Cap's Tim Murray let out a storm of withering Twitter comment pointing out how juvenile this strategy is for creating fake profit.
Gordon Chang: "China's Economy Is In Deep Trouble," May 27, 2020. The National Interest
WiseTech (WTC AX): Told you so. February 19, 2020. The Australian Financial Review, Bloomberg
The Woman at the Center of the WiseTech Maelstrom. October 26, 2019. The Australian Financial Review.
How holding the line on USD rates is the most effective way to combat Chinese trade practices. August 31, 2019. Bloomberg
Expectations in China trade have been raised too high. August 28, 2019. Bloomberg video
Chinese iron ore imports expected to plummet in H2. March 26, 2019. Hellenic Shipping News.
Why to sell Momo. December 4, 2018. Capital Watch.
China expert Tim Murray says economy has reached the limits of stimulus. November 26, 2018. Australian Financial Review.
Seeking Alpha podcast: what makes Alibaba tick?
Hidden Forces podcast with Demetri Kofinas. Inside the Chinese Financial System.
A talk with Jim Grant about Evergrande, arguably the biggest pyramid scheme in the world.
"The Chinese government wants you to 'buy high, hold indefinitely,' or else," says Anne Stevenson-Yang in Barron's.
The Chinese stock market is a "roach motel for capital,” Anne Stevenson-Yang told The New York Times.
Trump's China Strategy Isn't Working. December 30, 2018 Bloomberg.
When Big Data meets Big Brother. Financial Times.
In The Times, on the dependence of IP Group (IPO) in the UK on a single bet, Oxford Nanopore.
"Few foreigners know China as intimately as Anne Stevenson-Yang does." Profile of Anne in Barrons. December 6, 2014.
Listen to What Goes Up, the J Capital podcast.
Anne on Bloomberg talking about whether the U.S. trade war could prompt a debt crisis in China.
Anne Stevenson-Yang on Real Vision.
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. She talks to the FT's Neil Hume at Camp Alphaville in London.
In China Alone: The Emergence from and Potential Return to Isolation, Anne Stevenson-Yang argues that China historically repeats a cycle of expansion and retreat. The book is available here.