Smartkarma Originals
Tencent Bear Case: The Growth Illusion (Part 1)
In part one of our extensive bear-case analysis on Tencent Holdings (700 HK)Â , we analyze a number of elements related to Tencent's overall growth...
1.4k Views
Smartkarma Originals
Tencent Bull Case: Buy the Online Community Empire, Not Just a Game Operator
We believe the online community WeChat is the real main business of Tencent, because WeChat’s user base supports all business lines in Tencent and...
1k Views
Global Equity Strategy:Â Major Indexes at Logical Support
We believe the S&P 500, STOXX Europe 600, MSCI ACWI ex-U.S., EAFE, and MSCI China are pulling back to support at their prior breakout levels --...
675 Views
Bits and Bytes: Facebook's Project Libra.
Facebook Inc A (FB US) aspires to create a Weixin similar on a global scale, with the potential to also encompass a digital identity. But how will...
898 Views
Nexon Sale: Latest Development & Likely Outcomes
Local news outlet Invest Chosun reports the latest development on the Nexon deal. This report says that MBK and Netmarble are now going separate...
722 Views