There has been ample discussion surrounding the rise of remote working as scores of companies have ordered employees to work from home, and how this has resulted in an impressive boost to the technology sector.
However, with hundreds of thousands of schools and universities shut worldwide and e-learning becoming the new normal, the phenomenon of 'learning from home' is not to be discounted by investors. We cannot pretend that the unique situation that is the Covid-19 outbreak has not hit the education sector hard. Education companies are mostly counter-cyclical assets with defensive attributes that should normally be resilient in time of economic recession. But this time, they were the first to be impacted by the outbreak. To cite just a few examples, with the closure of education facilitie...
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