Yan Wang
Macro chief emerging markets and China strategist at Alpine, providing analysis on Chinese equities, housing and consumer confidence dynamics.
Best podcasts with Yan Wang
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Dec 22, 2025 • 18min
Hopes for Year-End Rally Grow, Moore Threads Chips Unveiled
Vasu Menon, Managing Director for Investment Strategy at OCBC, shares insights on the potential for a year-end equity rally, highlighting cheaper non-US markets and the reasons for optimism in Asia. Yan Wang, Macro chief emerging markets and China strategist at Alpine, discusses the reawakening interest of global investors in China, attributing it to increasing confidence in the housing market and corporate hiring. Both guests explore how geopolitical tensions shape investment strategies across different regions.
May 30, 2025 • 34min
Weekend Edition: A pragmatic Trump and a determined China
Yan Wang, Chief Emerging Markets & China Strategist at Alpine Macro, breaks down the complex dynamics of US-China trade relations. She believes that the worst of the tariff dispute may be over, with China needing to achieve its 5% growth target. Yan explains how Trump might accommodate some of China's economic demands, suggesting a path forward with less volatility. She also discusses the yuan's fluctuations, the evolving trade strategies, and Australia's crucial role in this intricate economic landscape.
