Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
411 Views
New Oriental (EDU): Be Cautious on Profit Surge After Epidemic Outbreak, The Move Cannot Be Repeated
The market cheers the profit surge, but we have a different view. On the ground we find that EDU moved classroom student to online course, but did...
371 Views
GSX Techedu (跟谁学) Short Sell Report Quick Take - Ball Is Already Back in Citron's Court
Citron Research published a short sell report on GSX Techedu (GSX US). The company has been under fire, defending Grizzly's short sell report...
453 Views
China Internet Weekly (30Mar2020): Photos of Crowded Apple Retail Store, Dispute of BABA Vs. PDD
The Apple (APPL) retail store in the city center of Shanghai was crowded last weekend. China will lift the lockdown over Wuhan on April 8. Alibaba...
278 Views
Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
300 Views