US-China Trade War, Recession, Chinese Ecommerce Slowdown
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Newsletter
Caution on China Macro, RMB, ADR Earnings in H2 2018
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Top Ideas Q2 2018
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CBPO: China’s Healthcare Two Invoices System Consolidates Drug Distribution and Cuts Manufacturers Margins – Sep 5, 2017
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China’s July Macro Review – Aug 9, 2017
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What Trump’s TPP Withdrawal Means for China and RMB – Jan 14, 2017
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JLW Year End Letter to Clients – Cap Outflow, RMB, Housing Market, Macau, AAPL, YUM, BYD Auto, Netease – Dec 13, 2016
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US Election and China, Chinese Inflation, FX, Oct Outbound Tourism, Housing Market – Nov 10, 2016
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China’s Rising Birth Rates in H2, Auto Tax Reduction Extension, Housing Market – Sep 29, 2016
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China Macro Q3 2016 – Sep 22, 2016
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Is QIHU’s Delay Related to Premier Li’s Early “Retirement”? – May 13, 2016
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FAQs on RMB, Banks NPLs, Housing Market and Growth – Mar 29, 2016
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China Update: Macau Slows, KFC Rebounds, iPhone Slumps – Mar 8, 2016
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Chinese Unsecured Sub- Prime Unsecured P2P Loan Crisis – Feb 9, 2016
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Q4 2015 Quarterly Client Letter – Feb 1, 2016
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Policy Bank Interview on Capital Outflow – Jan 27, 2016
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Chinese Government Will Not Allow a Free Fall of RMB – Jan 12, 2016
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JL Warren Quarterly Letter to Clients – Nov 14, 2015
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Global Stock Market Multiple Expansion Comparison – Sep 14, 2015
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A Share Market Dampens ADR Privatization Outlook – Aug 23, 2015
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