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

Investment Advisors, JL Warren Capital

Junheng Li

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<p>Preliminary consumption and tourism data from the Chinese New Year started to come out last Sunday.  While growth rates clearly weakened compared to previous years, they are in line with the “soft-landing” expectation. </p>

Preliminary consumption and tourism data from the Chinese New Year started to come out last Sunday.  While growth rates clearly weakened compared to previous years, they are in line with the “soft-landing” expectation. 

CNY 2019 Consumption/Tourism Preliminary Data: Decelerating But Better Than Many Feared