Global Equity Strategy: Bearish-Leaning Developments Continue; Europe/UK Holding Above Support.
We remain cautious as the number of bearish-leaning developments continue to pile up. As a result we continue to believe global equities are...
521 Views
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...
448 Views
Key Risk to Private Schools: Property Developers Standing Behind
Most private school operators are also property developers. Schools provide stable cash inflows, so that some developers stopped property...
399 Views
Schools Come and Go, But Parents Stay Anxious – Promising Education Industry in China
Summary There is a long list of Chinese listed schools. Chinese parents are anxious. The government tries to relieve the competition among...
362 Views
Inclusion in Hang Seng Family of Indexes Boosts Newly-Listed Education Stocks – Top Pick 2001 HK
Four education companies that were listed between January to April this year announced that they have been included in several Hang Seng family of...
557 Views