Our Three Worst Calls in Last Year and Any Room for a Reversal in 2022?
China Education Sector, Shenzhen Intl and China Dongxiang are the three worst calls that we made in last year. We believe there is room for a...
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China Yuhua Education (6169 HK): Cleaner After a Big Bath?
A massive cleanup of K-9 segment should clear many uncertainties from the government's regulations. Focusing on higher and vocational colleges will...
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Global Emerging Markets Weekly: 19 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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China East Education (667 HK): Riding on Government's Push for Vocational Schools
China East should benefit from the government's push on vocational education and its businesses have less regulatory risks. The net cash position...
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EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
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