Research

JL Warren Capital LLC covers publicly traded Chinese companies (both H shares and ADRs) and multinationals with significant exposure in China, as well as providing niche insights into the Chinese macroeconomy. Our macroeconomic research includes topics such as weekly rates and issuances of wealth management products, the property market in mainland China and Hong Kong, and luxury market sales both inside and outside of China.

Guided Trips:

China Macro Trip, Spring/Fall 2014 

This three-day guided tour of China offers exclusive policy conferences. Trips are for investors only and are limited to 10-15 participants.

Sample Research Reports:

SouFun Update, October 26, 2014

This report provides our timely research and analysis on SouFun’s (NYSE:SFUN) painful transition into an offline-to-online e-commerce company.

China Housing Market Weekly Monitor

QSR Customer Surveys, Restaurant Menu and Pricing Monitor

This biweekly report covers the China divisions of Yum! Brands, Inc (NYSE:YUM), McDonald’s Corporation (NYSE:MCD) and Starbucks Corporation (NASDAQ:SBUX) through online and offline surveys.

Online Consumer Survey Shows a Strong Recovery for KFC China, March 23, 2014

Import Luxury Auto License Registration Monthly Tracking

BMW, Tesla Motors (NASDAQ: TSLA), Audi AG, and Mercedes-Benz

Tesla China Import Data and License Registration Monthly Tracking 

Chinese Auto Brands Survey

This report offers a snapshot of the performance of major brands in China in 2014, including BYD, Geely, Volkswagen, Chevrolet, Buick, Skoda, Audi, BMW, and Toyota.

Monthly Luxury Brands Sales

The report provides data on monthly sales of Swiss watches and hard and soft luxury sales.

Monthly Online Video Traffic Monitor

This report covers the traffic of such major Chinese internet companies as Youku Tudou (NYSE:YOKU), Baidu (NASDAQ:BIDU), Sohu (NASDAQ:SOHU), and Alibaba (NYSE:BABA)

Macau Gambling Data Monthly Monitor