EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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China Private Education: How to Position After the Regulatory Crackdown?
Focus on higher and vocational education sub-segments is the best position amid regulatory crackdown. For online players, New Oriental looks more...
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China Consumption Weekly (29 Apr 2024): Weird Phone Mkt, Encouraging Car and Travel Mkts
The top five smartphone producers’ market shares got closer in 1Q24. China entry and exit people increased by 305% YoY in 1Q24. Authorities...
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Asian Dividend Gems: Minsheng Education
Minsheng Education (1569 HK) is a highly undervalued Chinese private education stock with high dividend yields. Market cap of the company has...
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China Consumption Weekly: East Buy, NIO, Tencent, PDD, Alibaba, JD.com
East Buy plunged after a conflict broke out between the top broadcaster and the management team. NIO will launch a second brand for low price...
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