Tag Archives: china

More On China (Again!)

Normally I don’t write a January email newsletter since I’m busy writing our firm’s year end newsletter for clients as well as compiling our year end reports. However, since China is back in the news and the market is going down again I thought I’d share our thoughts again and answer some questions. The Chinese [...]

Posted in China, Economy, General Advice | Also tagged | Comments closed

Research Shows New Oriental (EDU) Experiencing Declining Course ASPs Prior to 2014

One of the big selling points used by New Oriental Education and Technology Group (EDU) to attract investors is that the company has tremendous brand strength, particularly its POP Kids English programs, in China. The company claims this brand equity allows them to continually raise prices despite providing a commodity-type service in a highly competitive [...]

Posted in China, Dumb Investment of the Week, Financial Shenanigans | Also tagged , , | Comments closed
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