Huya: E-Sports Gains to Persist Post-Lockdown, Another Pick in Our Portfolio
Huya expects its MAUs to hit an all-time high and for gains to persist. Huya reported earnings where the company said that its Live mobile MAU is...
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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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Tencent: The Best Anchor for Your Portfolio In the Coming Coronavirus Storm
We believe the coronavirus presents a major risk for the Chinese economy and recommend paring back overall market exposure. However, we believe...
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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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