We provide investment ideas to institutional clients. We specialize in primary research and use an exhaustive, ground-up process to qualify actionable long or short ideas. Products and services include equities coverage, macro and sector analysis with a particular focus on the Chinese economy, research trips, and bespoke research. 


Commentary

 Read a sample of Anne Stevenson-Yang's weekly commentary on China, e-commerce, and the consumer economy.

Surveys

J Capital conducts quarterly surveys on drivers of demand for steel, copper, and property in China. Download a sample survey here.

Equities Coverage

We cover actionable equities idea with a focus on e-commerce and consumer industries. Our strength is primary research, so we choose names for which on-the-ground research makes a difference. If you are an institutional investor, contact Brian Emanuelson for a coverage list and sample.

Subscribe to the J Capital podcast What Goes Up on iTunes or Google Play or listen to the latest podcast below.
Clients: See our podcast page for supporting materials.

Episode 6: William Bao Bean on the Chinese internet

William Bao Bean knows more than almost anyone about the Chinese internet. Currently the Managing Director of Chinaccelerator, a start-up accelerator based in Shanghai, William has been helping Chinese tech companies get started for nearly 15 years. He was one of the earliest and most plugged-in industry analysts, working at Deutsche Bank, Bank of America, and Bear Stearns, and he did private investing with Softbank China & India Holdings and SingTel Innov8. In this discussion, William talks about online travel, search, gaming, payments, advertising, and what it takes to compete on the Chinese Internet. Listen on iTunes, Google Play, or Stitcher

Episode 5: Jordan Moelis on investing in entertainment

In our latest episode, Jordan Moelis, a young manager who launched his own hedge fund in early 2015, talks about what's good and what's stressful about managing money.

Episode 4: Snap-on

What Goes Up Episode 4: Snap-on: Toxic Tools - an interview with J Cap analyst Tim Murray
J Capital believes that Snap-on Incorporated has been stuffing high-priced credit down the throats of its franchisees. Now that the company is trying to pull back on defaults, the franchisees are going to find sales tougher and tougher.

And sometimes we talk on other people's podcasts...

.Anne talks to Jim Grant about Evergrande on the ever-excellent Grant's podcast
Or with Demetri Kofinas about the Chinese financial system on Hidden Forces
Listen on Google Play Music
Anne talks about Alibaba on CNBC
Anne Stevenson-Yang debates Graham Allison and Ely Ratner at the Council on Foreign Relations about whether there is a "Thucydides Trap" and whether China may fall into it.

Episode 3: Evan Lorenz on Big Food

What Goes Up Episode 3: Big Food Getting Smaller - An interview with Grant's Interest Rate Observer's Evan Lorenz. Is Kraft-Heinz hopelessly behind the food-fad curve?

Episode 2: John Fichthorn and John Barton on shorting China

John Fichthorn, the founder of Dialectic and now Head of Alternatives at B Riley, and John Barton, his long time colleague and a Managing Director at B Riley, talk about their experiences managing short-biased funds.

Episode 1: Brian McCarthy on the Renminbi

A long-time currency watcher talks about the Renminbi and how long it will remain over valued.
Disclaimer
The videos and other commentary displayed are for information purposes only and should not be relied upon as investment advice. The information provided is not a complete analysis of every material fact regarding any country, region, or market. Because market and economic conditions are subject to change, comments, opinions and analyses are rendered as of the date of this posting and may change without notice. 

Opinions are intended to provide insight on macroeconomic issues and commentary is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

Investments involve risk. The value of investments can go down as well as up, and investors may not get back the full amount invested. The information contained in this video has not been reviewed in the light of your personal financial circumstances. Reliance upon the information is at your sole discretion.

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© 2016 J Capital Research Limited. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J Capital. Use of this publication by authorized users is subject to the J Capital Authorized User Content Agreement available here. Use of this publication by non-authorized individuals is subject to the J Capital Non-Authorized User Content Agreement available here.