Tian Yang – Think Piece

Featuring Tian Yang

Tian Yang from Variant Perception Research uses leading indicators to expose where consensus may be wrong, and shows how to profit from any mispricing.

Published on
20 September, 2016
Topic
Research, China, Investment Framework
Duration
40 minutes
Asset class
Currencies, Equities
Rating
21

Comments

  • SS

    Saira S.

    25 9 2016 18:43

    5       0

    Please bring him back. Super awesome!

  • JC

    Justin C.

    25 9 2016 08:45

    0       0

    Impressive.
    Has anyone used this firm's service for private investors? It would be good to know what you thought/think of them...

  • MF

    Martin F.

    24 9 2016 09:20

    3       0

    Amazing interview.

  • RF

    Ricki F.

    23 9 2016 06:19

    2       0

    Such a smart guy!. he spits out so much data and analysis off the top of his head in such a short period of time. knowledgeable guy too!

  • RM

    Robert M.

    23 9 2016 04:43

    2       0

    I have been using the China M1 data provided by OECD. But this is 3mths old. Anyone know where more up to date M1 numbers are?

  • GC

    Grant C.

    22 9 2016 22:32

    2       0

    Really solid analysis, keep it up!

  • ET

    Ed T.

    22 9 2016 18:37

    11       0

    Great interview! No idea how 14 people see fit to give this a thumbs down. Whether you agree or not, his thought process and delivery are excellent.

  • AH

    Andreas H.

    21 9 2016 19:19

    1       0

    Love it!

  • SG

    Sam G.

    21 9 2016 16:59

    12       0

    Very interesting interview. One of the clearest expositions I've seen of China's current economic and financial situation and the options it is facing.

    Tian makes a very good point regarding the household sector always being the sector that has the least political power and representation, thus reinforcing the case for a possible CNY devaluation in the near future.

  • DG

    Dendy G.

    21 9 2016 12:42

    6       0

    Awesome interview. Hope to see more frm him in the future

  • TH

    Timothy H.

    21 9 2016 03:12

    8       0

    One of the most helpful videos on RV for refining my analytical framework---a perfect compliment to Raoul's last piece. Awesome.

  • JS

    Jon S.

    21 9 2016 02:53

    18       0

    Honestly, too many salient points to comment in this short space. I just feel smarter after having listened to this great orator. Thanks.

  • KB

    Kreso B.

    20 9 2016 20:24

    0       32

    Funny chap. Will US have recession and what will China do? What a chutzpah.

  • T~

    Tshort63 ~.

    20 9 2016 19:35

    3       0

    Great interview, always good to be reminded of my cultural bias when I think I "observe" other countries. More on china please :-)

  • db

    don b.

    20 9 2016 17:49

    4       0

    Superb!

  • JN

    Jason N.

    20 9 2016 16:25

    2       0

    Where can one find out the monetary flow into the equity market? (one of the five points he mentioned near the end).

  • RM

    Richard M.

    20 9 2016 14:49

    22       1

    Very sharp analysis, liked it a lot! Agree with the volatility likely to rise over the next few months play too.