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.

Journalists, academics, and government officials who would like to receive our newsletters should email us at Please state your affiliation in the email.  JL Warren Capital uses its newsletters to share incremental data points, anecdotes and views on macroeconomic issues, as well as company-specific updates, analysis and investment ideas.

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:

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.

Macau Gambling Data Monthly Monitor

Residential Property Developers Monthly Survey

Monthly Exporters Survey Jan 2014

Event Driven Idea Sample: 

SouFun Update, October 26, 2014