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Johnny Yu Profile
Johnny Yu, CFA
Macro Strategist
Hong Kong

Insights By Johnny Yu

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panoramic skyline of shanghai
Article
4 min
China Artificial intelligence (AI) Macro and market Wealth Program Investment Angles Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China’s changing: Why you should be watching

Macro Strategist Johnny Yu discusses structural shifts in China impacting global investment dynamics. notably diminished importance of the property sector and collapse of imports.

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Johnny Yu
Johnny Yu, CFA
event
4 min
Article
2026-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Yellow sound wav
Podcast
29:22 min
China Macro and market Geopolitics Content CoE Program Global Program WELLSaid Podcast Podcast
Trade, tariffs, and accelerating US-China strategic decoupling

Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains.

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Johnny Yu
Johnny Yu, CFA
event
29:22 min
Podcast
Container dock
Article
7 min
China Market disruptions Wellington on Washington and the World Content CoE Program Global Program USA Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How China can offset the tariff shock

Macro Strategist Johnny Yu details the approaches Beijing could take to offset the tariff shock, from fiscal strategies to potential retaliatory measures to concessions that Washington may welcome.

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By

Johnny Yu
Johnny Yu, CFA
event
7 min
Article
2026-04-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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