JL Warren Capital

JL Warren Capital LLC is a leading independent equity research firm focused on Chinese companies and listed multinationals in China. We employ a bottom-up research approach that takes great care to avoid the acquisition of material non-public information. Through investigative due diligence including channel surveys and interviews, our research helps clients to pinpoint the dislocations in the market.

Investment Advisors

Golden Week/ US-China/ Global Views/ Solar

Evergrande/ Golden Week/ Economy/ US-China/ Autos

Taels from the Crypt - Part 1: What Is Money?

The Trade War Is Set to Worsen, as China Falls Far Short of Meeting Phase 1 Targets

Investment Advisors, JL Warren Capital

Junheng Li

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<div>With only 40+ days left before the Presidential Election in the U.S, China is wisely taking a laissez faire approach to the bilateral issues and conflicts, waiting Trump out until after November. However, Beijing understands the White House’s targeting at China enjoys bipartisan support at this moment, one of the few exceptions of today’s politics in the U.S.</div>

With only 40+ days left before the Presidential Election in the U.S, China is wisely taking a laissez faire approach to the bilateral issues and conflicts, waiting Trump out until after November. However, Beijing understands the White House’s targeting at China enjoys bipartisan support at this moment, one of the few exceptions of today’s politics in the U.S.

China Tourism Group Duty Free Corp Ltd (601888 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

China Macro and Geopolitical Briefing