Asia EdTech and China Education: An Update
China's EdTech venture funding lagged behind India's in 2021. We expect regulatory concerns to keep China underperforming in 1H22, with India...
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Delisting Chinese ADRs: High Foreign-Holding, With No Fixed Abode, Most At Risk
This does not strike me as the time to be bargain hunting. Not when there remains confusion as to how and when delistings will unfold. The focus...
520 Views
China ADRs Delisting - US Tightens and HK Loosens Requirements - Long/Short Basket Trade
On 2nd Dec 2021, SEC issued Final amendments to implement the Holding Foreign Companies Accountable Act. In this note we will talk about the final...
525 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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China Private Education: How to Position After the Regulatory Crackdown?
Focus on higher and vocational education sub-segments is the best position amid regulatory crackdown. For online players, New Oriental looks more...
481 Views