Tencent: The Best Anchor for Your Portfolio In the Coming Coronavirus Storm
We believe the coronavirus presents a major risk for the Chinese economy and recommend paring back overall market exposure. However, we believe...
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Daily Tech Pulse: Smartphone Supply Chain Disruptions and Building Brand Loyalty in Crisis
What You Need to Know Today: China smartphone shipments could plummet in 1Q20 from supply chain disruptions Trip.com ("TCOM") is rapidly building...
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China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
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Tech Pulse: Virus Drives Traffic to Tencent Games, 'Impossible Meat' Trend Growing in China
Key Developments in China Tech: HUYA/ESL: Chinese live-streaming platform HUYA Inc (HUYA US) cancels plans to acquire stake in ESL, the world's...
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Tencent Share Purchase Rights Makes HUYA Compelling Stock into 2020
Tencent has the exclusive right to purchase additional Huya shares from March 2020 to March 2021. We believe this will be supportive of Huya prices...
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