bullish

China Online Ads Outlook: A Year of Uneven Recovery

451 Views04 Jan 2023 20:41
We update our China online advertising model and conclude that Bytedance's slowdown, Tencent's Video Account, and some sectors' uneven recoveries are three major investment themes in 2023.
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Top Quartile
Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
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