A Twist of Fate – China’s Suppression of Secondary Education in Favor of Vocational Education
Change is afoot in one of China's main social mobility mechanism, the education system. The country is promoting vocational education in an effort...
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China Trip Notes - Education Spend On Korean Path…
I began my recent Asia trip speaking at an investor conference in Vietnam, where I focused on the shift in the EM development model toward value...
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EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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A Summary of 2017 IPOs, Stock Calls, and Actions for 2018
2017 was a fantastic year for many China-based companies who listed in Hong Kong and/or US. Most of the IPOs I covered were In-The-Money on a...
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Week that Was in Greater China@smartkarma: Pick CLPH, CNHE, Melco; Watch CEG and AK Medical IPOs
Executive Summary IPOs that we are watching out for this week include China Education Group (CEG) covered by Valerie Law, CFA, Ke Yan, CFA, FRM and...
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