Primer: Wisdom Education International (6068 HK) - Aug 2026
Regulatory Overhang is Paramount: The company's performance and outlook are overwhelmingly dictated by the 2021 regulatory changes in China's...
110 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
EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
696 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