Our Tech Portfolio Update: Maintain Overweight on Digital; Structural Trends Are Accelerating
During the month of April, we saw a broad-level recovery in asset prices on optimism of countries around the world beginning to ease lockdowns and...
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Tencent Buys a 5% Stake in Australia’s Afterpay to Accelerate Its Overseas Expansion into Payments
Afterpay, an Australian buy-now-pay-later firm, announced on 30th April that the Chinese tech-giant Tencent has become a substantial shareholder...
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From Resilience to Acceleration: Tencent Remains the Best Anchor for COVID-19's Economic Fallout
Tencent has proven to be a resilient anchor during the coronavirus crisis - currently trading even above its pre-COVID price. As we look towards...
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NetEase HK Listing - Early Look - Follow the Leader
NetEase Inc (NTES US) has filed confidentially for a secondary listing in Hong Kong, as per media reports. It aims to raise around US$1-2bn. In our...
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58.com: Done Deal If Tencent Joins Consortium
Back on the 2 April, China's 58.Com Inc (WUBA US) received a preliminary, nonbinding proposal from Ocean Link Partners, at $27.50 per Class A or...
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