Big Data as an Investment Theme
During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion...
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Netease Games Growth Starting to Slow
Netease Inc AdrĀ (NTES) is the global leader in mobile game publishing, with revenue ahead ofĀ Tencent Holdings LtdĀ (Tencent) in recent iOS monthly...
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Tencent's Multiple Platforms Deliver Key Advantages
The market seems to view Tencent Holdings LtdĀ (Tencent) as an online games company which also owns WeChat (the WhatsApp of China). We think this...
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China Internet: Mobile Games Realize Their Potential
Solid top line performance at Chinese internet stocks has not helped the share prices which have been battered for the second time in 7 months....
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Naspers. More than a Ten(Percent) Story
Naspers LtdĀ (Naspers) is the major shareholder of leading Chinese internet firmĀ Tencent Holdings LtdĀ (Tencent) with a 33.5% stake. It is South...
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