Anne Stevenson-Yang is Co-Founder and Research Director of J Capital Research, an independent research firm that focuses mainly on Chinese companies and the macro environment. She leads the firm in providing coverage in areas including solar, internet, healthcare, consumer and direct sales, and China’s macro economy. Stevenson-Yang started out as a journalist back in the 1980s in New York, and later moved to China to become an economic and business analyst. In her more than 25 years of living in China, she founded companies in publishing, software, and online media. She also worked as an industry analyst and trade advocate, where she was a Managing Director in the U.S. Information Technology Office and led China operations for the US-China Business Council. Stevenson-Yang authored the 2013 China Alone: China's Emergence and Potential Return to Isolation, arguing that China historically repeats a cycle of expansion and retreat.
J Capital Research publishes highly-diligenced research reports on publicly traded companies, relying on deep, on-the-ground primary research.
Founded in 2010, the firm has particular expertise in the Chinese market but looks at overvalued companies throughout the world.
Her areas of expertise include China’s political economy, Internet, property, and alternative energy.
She also covers global companies in fast-developing industries such as online payments, new energy sources, and automotive technologies.
EARLY CAREER
She was a Co-Founder of a group of online media businesses, Blue Bamboo Ventures.
She founded and operated a CRM software company, Clarity Data Systems, and a publishing company whose flagship magazine is City Weekend.
MEDIA & APPEARANCES
Stevenson-Yang is frequently sought by media types searching for on-the-ground perspectives on the nitty-gritty of China.
Her coverage also extends to the opaque economy, from currency policy to capital flight to the collapse of real estate developers.
She has also appeared in Real Vision.