Global Equities: China, Technology and Politics to Dominate 2018
Bull markets are born when the prevailing sentiment is one of disgust and die amidst hubris. The post-GFC run-up in equity prices has been rightly...
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Levels to Buy Asian Tech Giants
After a hard SOX decline in the US, Asia tech is now back at more attractive levels on a medium term basis and we are even seeing initial positive...
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Naspers Continues to Execute Well on Its Non-Tencent Investments.
Naspers (NPN SJ) recent 1H18 results show continued traction on the top-line with revenues (adjusted for M&A and FX) continuing to accelerate....
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The Week That Was in Greater China@ Smartkarma: Tencent, Toyota, CNHE, Tuniu,Nissin, MGM China
CONVICTION BUY Tencent - had a very good year, now profit taking but catalysts too many to ignore. Toyota China sales benefitting from the...
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CONVICTION BUY - Tencent AI Another Long-Term Growth Driver
This is our choice for favorite long-term holding in China and it is the one we recommend to investors. Tencent is named one of the national...
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