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...
286 Views
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...
364 Views
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...
288 Views
China Private Education: More Regulations Rolled Out Backing "Double Reduction"
More detailed regulations on after-school tutoring have been rolled out by various ministries and local governments in Sep. The higher education...
282 Views
China Education (839 HK): More Flows of Positive Development
Good enrollment quota growth, confidence from banking community and IFC and rapid execution of M&As are driving FY22 outlook for CEG, and this...
302 Views