China East Education (667 HK): Riding on Government's Push for Vocational Schools
China East should benefit from the government's push on vocational education and its businesses have less regulatory risks. The net cash position...
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EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
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China Private Education: More Regulations Rolled Out Backing "Double Reduction"
More detailed regulations on after-school tutoring have been rolled out by various ministries and local governments in Sep. The higher education...
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China Education (839 HK): More Flows of Positive Development
Good enrollment quota growth, confidence from banking community and IFC and rapid execution of M&As are driving FY22 outlook for CEG, and this...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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