Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
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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)Ā cancels plans to acquire stake in ESL, the world's...
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šØš³šš° That Was The Week That Was ā¢ Hong Kong/China - 12th~18th August 2019 @Smartkarma
ā¢ TW3 HONG KONG/CHINA 12~18 AUGUST ā¢The weight of this week's 28 China/Hong Kong Insights was surprisingly more bullish in its tone (18 bull/10...
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