RYB - An Important Trend That Investor May Have Missed On TAL Education
What people have missed from Tal Education’s earning presentation
The demographic trend in China is much more challenging than people think. Decelerating growth of newborn babies will put pressure on education stocks including TAL Education (NYSE: TAL). The Chinese government ended the decades-long “One Child Policy” in October 2015, hoping to prompt a baby boom to counter the aging population problem. The chart below which is from TAL Education’s October 2018 investor presentation illustrates the positive impacts of shifting from the “One-Child Policy” to the “Two-Child Policy”. However, the chart did not include the