Global Indexes Approaching Major Resistance
Broad global indexes are bumping up against logical downtrend resistance. As a result, our outlook remains cautious and our baseline expectation...
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New Oriental (EDU): Educator License Not A Concern
The Education Ministry of China promulgated Burden Relief Measures for Students in Primary and Secondary Schools (中小学生减负措施). The market is...
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China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
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New Regulatory Tightening on Online Education Reads Badly on Koolearn IPO
On November 26, 2018, the Ministry of Education of China released an announcement titled "A Notice with Regard to the Improvement After-School...
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Last Week in GER Research: WuXi App, Don Quijote, Koolearn, Asiainfo and China's Bike Sharing Bubble
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we update on IPO WuXi AppTec Co....
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