Can China’s Credit Easing Sequel 2019 Save Its Falling Economy?
Unsustainable Sentiment-Driven Multiple ExpansionsMarkets rallied on China’s credit easing starting in December and expect meaningful fiscal...
557 Views
New Oriental (EDU): Do Not Fear Q2 Record Losses, 27% Upside
The record net losses were mainly due to a seasonally weak quarter and recognition of the impairment in a subsidiary. Q2 revenues did not slow...
513 Views
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...
692 Views
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...
618 Views
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...
846 Views