Consumer Discretionary：Focus on Key Themes；Cherry Picking in 2017

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Consumer Discretionary Focus on Key Themes; Cherry Picking in 2017.pdf (3.87 MB)

2017-1-21 12:53:37 上传

We continue to see education sector in China as an investment opportunity in 2017，riding on the shortage of public pre schools，relatively low spending in China’s education sector vs international countries such as Denmark and United Kingdom etc.We also see potential higher demand in international schools where Chinese students studied abroad has tripled since 2004.The increasing IPO from school operators in China could further drive the sector’s valuation.

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关键词：Discretion Consumer Picking Themes Focus investment countries valuation education potential

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