Financial Expert on Investing with China in Age of Trump
“The profound implications for China’s investing environment can be summarized into two words: ‘buyer beware,’ writes Junheng Li … This book … is a treasury of her knowledge on how to exploit rampant market inefficiencies to make a profit in China.” – Forbes
“We can learn a lot about finance and investing from Tiger Woman on Wall Street. . . Through brains, honesty, and grit, Li has thrived on Wall Street by applying the investigative and analytical skills she learned in China, and this terrific book shows how she did it.” —Karen Finerman, co-founder and president of Metropolitan Capital Advisers and author of Finerman’s Rules
Junheng Li runs JL Warren Capital, a China focused equity research firm based in New York and she is the author of Tiger Woman on Wall Street: Winning Strategies from Shanghai to New York and Back. Her research utilizes high frequency, real time, big data algorithms and bottom-up, fundamental research to identify variant views and market inefficiencies in stocks, companies and economies. Li’s work has appeared in Forbes, Bloomberg, The Wall Street Journal, MarketWatch, Daily Beast, and Caixin, among others. She has also appeared on television and radio programs including CNBC, The Street, Bloomberg, CCTV, NPR, and Bravo. A sought-after business keynote speaker, Li has spoken around the globe at such places as China Investment Group, Cambridge University, Columbia Business School’s China Business Conference, London School of Economics, and the American Chamber of Commerce Shanghai.
Junheng Li is the go-to investment and financial expert about how the new Trump administration will effect investing with China. With the deep uncertainty surrounding Trump’s objectives for Asia specifically for China and the tools he has suggested he will use to pursue them, the absence of principled and predictable U.S. leadership could lead to a destabilizing shift in the regional balance of power in the near term. How will China react and make use of the situation to elevate its status in the region, and the political and economic consequences to the US? How can the US-China trade relationship be improved and what rules should the U.S. demand China follow? How will fairer play by China and tariffs affect American workers? What’s the future of Chinese acquisition of American firms by China’s State-owned enterprises, and how will they be restricted under the Trump Presidency, as the Obama administration cautiously started doing?
Li takes audiences behind the scenes of the world’s most important financial markets, from the daily routine of trading to high-level meetings with executives, policy makers, and analysts. Li conveys in fascinating and revealing detail how she arrives at her investing decisions—a powerful combination of keen intuition, meticulous due diligence, and razor-sharp analysis. Li argues that the current Chinese business growth model has hit a wall and shows why investors need to keep both eyes firmly open when investing—especially in China.
Junheng Li can also provide a detailed industry and macro discussion that will be helpful to students of China and investment alike. She gives an analysis of Chinese local government financing vehicles and the Chinese banking and shadow-banking sector in comparison to the American and European banking sector. And she provides a detailed look at sectors including education, luxury retail, baby formula, search engines, e-commerce and internet, and solar and renewable energy. Specific companies analyzed include New Oriental, Yum! Brands, Richemont, BYD, Sina, Baidu, Qihoo, Google, Garmin, American Superconductor Corporation, Apple, Industrial and Commercial Bank of China, China Construction Bank, Ctrip, E-Commerce China Dangdang, Sino-Forest, Swatch Group, and LVHM.
Tiger Woman on Wall Street is both the remarkable, dramatic story of one woman’s rise in the global business world and a savvy guide to finance and investing. With unflinching candor, Li tells how a brainy, focused, highly driven Chinese girl who admired Scarlett O’Hara’s indomitable spirit drew on the best of both worlds to go where few women have gone before: straight to the top of the financial industry. With her extensive personal and business experience in both China and the United States, Li has an intimate knowledge of both Chinese and American sensibilities, economies, and cultures.
Prior to founding JL Warren, Junheng Li was a senior equity analyst at Aurarian Capital Management, a long and short equity hedge fund best known for its investigative research into companies mis-priced by the marketplace. Before joining Aurarian, Li was an investment officer in the global small/middle capitalization team at Franklin Templeton Fiduciary. Before Fiduciary, she was an investment-banking analyst in Media and Telecommunications Group at Credit Suisse First Boston based in New York. Li received an MBA from Columbia Business School and a BA in Economics from Middlebury College (summa cum laude, with Honors in Economics).