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The Artisan Podcast


Apr 10, 2023

Explore the topic of China’s Boom – Why This Time Is Different, featuring renowned strategist Yan Wang as he shares his insightful perspective with Joseph Abramson, Northland’s Co-CIO.

Major issues to be discussed on this webcast include: 
• Whether China’s Post-Covid boom is sustainable
• Key winners from accelerating Chinese growth
• Structural changes in China that make this expansion different from the past
• The outlook for EM stocks and bonds
• Is war between China and the U.S. inevitable?

Yan Wang is the Chief Emerging Markets & China Strategist at Alpine Macro. Prior to Alpine Macro, Yan spent 15 years at BCA Research, as the Managing Editor and Chief Strategist for BCA’s China Investment Strategy service, and played a major role in formulating BCA’s view on the Greater China region and emerging Asia. Prior to joining BCA, he spent six years as an equity analyst in China and Hong Kong. Yan holds an MBA in Finance from McGill University, an M.A. in Economics from Tianjin Institute of Finance and a B.A. in Finance from Nankai University. He also holds the CFA designation.