Tencent Holdings – After The Speech
TENCENT HOLDINGS: Reserve Bank of Australia indicated that the status-quo for BNPL is likely to continue – which is a significant positive for...
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The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
221 Views
2021 High Conviction: Long Tencent as All Competitors Are in Trouble
Tencent is not an overheated company riding on the home quarantine. All the competitors to all Tencent's business lines are in trouble. These...
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TRACKING TRAFFIC/Three Suggested Pair Trades in Travel, Express & Shipping
We're introducing a monthly pair trade idea product to go along with our monthly products covering Chinese travel and tourism, Chinese express, and...
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China Internet Weekly (7Dec2020): Alibaba Withdrawing from India and Domestic Music Market
Alibaba (BABA) are selling BigBasket.com to Tata Group in India and will dismiss Xiami Music in China. Xiaomi will issue new shares.
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