JOYY: Ignore Noise of US Ban on Chinese Social Media, Internationalization Thesis Intact
JOYY's stock price fell sharply by 6.3% when news broke of a potential ban on Chinese social media in the USA. We believe the impact of this news...
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Our Tech Portfolio Update: COVID Winners Reaping Rewards, Niu Soars 80%+
Niu Soars as Market Finally Appreciating EV Micromobility Amidst COVID; Momo Loses Ground to CompetitorsThe months of May and June saw a...
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Tencent & Alibaba Are Both Globalizing E-Comm Livestreaming; Here's Why Tencent Can Win
China's 618 festival highlighted the importance and success of e-commerce live streaming as a channel for brands in a post-COVID world. With the...
335 Views
Agora IPO Initiation: Making It Happen
Agora Inc. (API US) is a software company which provides developers simple-to-use, highly customisable and widely compatible application...
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Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
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