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...
623 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...
982 Views
New Oriental Education (EDU US/9901 HK):Â 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...
989 Views
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...
497 Views
Hong Kong Market Catches a Bid: What's Going On? (July 20)
The Hong Kong market has advanced this month, while Japan, Korea, and Taiwan have declined in a mean-reversion move sparked by apparent short...
238 Views