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...
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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...
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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...
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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...
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Inclusion in Hang Seng Family of Indexes Boosts Newly-Listed Education Stocks – Top Pick 2001 HK
Four education companies that were listed between January to April this year announced that they have been included in several Hang Seng family of...
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