James Grzinic – Extel 2027

Driving the debate. Combining sector expertise, proprietary data, and channel intelligence to generate high-conviction calls that challenge consensus. Globally integrated. Collaborating with Jefferies’ global consumer teams to link China consumer trends with brands and supply chains. Local insight. Ground-level research, channel checks and expert networks provide early signals on demand, pricing and competition. Anti-consensus. Strong track record of differentiated views and contrarian calls. Ground-level insights. Thematic research backed by site visits, market checks and expert engagement. Analytical rigor. Data-driven research focused on long-term trends, emerging opportunities and industry evolution. Industry connects. Extensive industry relationships with founders, promoters, executives, and experts help sharpen investment views. Dynamic calls. Top picks are actively refreshed to reflect shifting market conditions and new data.