Welcome!
Tencent Holdings
Tech
Is the China tech sector still investible?
"Ironically, the global slowdown and slower growth in China might eventually help resurrect the sector": Shameen.
March 17, 2022
Digital Economy
Into the metaverse
Asset managers are recognising the metaverse as an important investment theme. Who are the likely winners in this universe?
March 10, 2022
Digital Economy
Cathie Wood's Ark bought Sea shares as gaming firm plunged
Ark has been accumulating Sea shares since the start of this year and the frequency of its purchases increased this month
February 15, 2022
Digital Economy
Sea's Free Fire among apps India bans on China security fear
India accounted for 2.6% of Sea’s 2021 mobile-game net sales
February 14, 2022
Digital Economy
Alibaba targets US$100 billion southeast Asian commerce business
Alibaba wants Lazada to serve more than 300 million users eventually
December 17, 2021
China Focus
Xi's new China has investors moving from luxury to low-end goods
The two words, common and prosperity, should be viewed individually in order to grasp the full breadth of the goals.
December 12, 2021
China Focus
China asks Didi to delist from US on security fears
Beijing’s moves against Didi have been particularly harsh
November 26, 2021
Broker's Calls
Negatives from regulations priced in for Tencent: UOB KH
UOB Kay Hian thinks the negatives from China's crackdowns have been priced into Tencent's share price, giving it a "buy" call.
September 13, 2021
China Focus
Chinese tech stocks rally after Tencent share buybacks
Chinese technology stocks rallied to their highest level in more than a month after the buybacks boosted market sentiment.
September 07, 2021
Global review
New Oriental Education leads rebound of Chinese tech stocks following inclusion in global portfolio
To be sure, this rally took place amid a wider rebound of some very prominent Chinese tech stocks.
August 26, 2021