Primer: New Oriental Education & Techn (9901 HK) - Nov 2025
Successful Pivot Post-Regulation: New Oriental has effectively navigated the 2021 regulatory overhaul of China's private education sector by...
445 Views
New Oriental Education (EDU US/9901 HK): A Better Business Model In The Post "Double Reduction" Era
Shares up 8% today in a brutal market - the industry competitive fundamentals have changed for the better. A great opportunity in all stock market...
896 Views
Hang Seng Index (HSI) Rebalance: Idling at 82 Members; 100 Members in 2025 at the Earliest
No changes for the HSI in March. There are free float and capping changes though. HSBC is a passive sell due to capping, ICBC and Trip.com are buys...
830 Views
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
486 Views
HSI, HSCEI, HSTECH, HSIII, HSBIO Index Rebalance: US$6.4bn of Flows Post Capping (Dec 2025)
The Dec rebalance of the HSI, HSCEI, HSTECH, HSIII, HSHKBIO indices will use today's closing prices for capping. The round-trip trade across the...
706 Views