Tencent (700 HK) - New Walled Gardens Are Being Erected, Not Torn Down?
Tencent announced that it will shed most of its stake in JD. In this Insight, we argue a case that new walled gardens are being erected and not...
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Tencent’s Special Dividend: Is It a Sign the Walled Gardens Are Coming Down?
There is increased speculation that there is more divestments to come including Meituan, Kuaishou and Pinduoduo and we think the liberalisation of...
631 Views
Tencent's Big In-Specie Dividend of JD.com Shares
Tencent has decided to distribute the vast majority of the JD.com shares it holds. JD.com got sold off and Tencent got a bump. The Tencent bump is...
1.4k Views
Alibaba (BABA US) Investor Day Takeaways - The SEA Blue Sky
Alibaba announced plans to focus on SEA e-commerce amid growth concerns. We examine a blue sky scenario for the planned expansion and associated...
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EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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