EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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China Edutech Is Booming This Earnings Season – Youdao Is Next
China education technology companies are soaring as the coronavirus accelerated the adoption of their services and drastically reduced requirements...
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Smartkarma Originals
China ADRs Secondary Listing Deep-Dive: Yin and Yang
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies that...
899 Views
Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually contain...
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TAL Education (TAL): Coronavirus Not a Concern, Big Brands Have Advantage in Online Courses
On the ground, we hear many parents are trying to transfer their offline courses to online due to the spread of Coronavirus. The online courses'...
501 Views