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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Tencent New High and Stall Target
Tencent has been a huge performer since our long entry at 220 on March 23, 2107 (nearly double). Chris Roberts makes a good case for Tencent moving...
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Tencent (700 HK): Buy the Dip? Not so Fast…
If market participants were to vote for a company to be the poster-boy for the Asian bull market that started in early 2016, the hands down winner...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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The Week That Was in Greater China @Smartkarma: ASE+SPIL, New FinTech Regulation, RYB Abuse Scandal
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of November 20th through November 26th and features a selection...
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